Investment News’ 40 Under 40 Advisory List

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Investment News has announced its 40 Under 40 list, a ranking of influential under-40s in the financial planning and investment industry. This list honors individuals who have made significant contributions in their field and exemplify true leadership qualities. The nominees were chosen by a panel of investment industry representatives, editors and reporters. This list features four Southern Californians: Karen Sarten, a senior wealth advisor at Beacon Pointe in Newport Beach, who also serves as the board chair for the Beacon Pointe Women’s Advisory Institute.

InvestmentNews has also honoured Tan Phan, a certified financial planner practitioner who serves clients in the San Francisco Bay Area. This award, sponsored by InvestmentNews, recognizes young financial advisors who have shown exceptional leadership qualities and exceptional talent in their field. The winners will be recognized in an annual feature on the website.

The InvestmentNews team evaluated nearly 1,200 applicants and selected 40 finalists. They assessed each nominee based on their leadership, accomplishments, and potential. The list was released on June 23rd, and represents a diverse group of investment advisers. To help celebrate the winners, InvestmentNews invited the 40 Under 40 nominees to the InvestmentNews headquarters in New York City.

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