ABOUT TAX.EXPERTS

Practice & Experience

ABOUT US

Practice & Experience

SARI PESSAH

Sari (Sarita) Pessah is a tax advisor and registered representative with over 14 years of experience. She specializes in investment management and individual tax return preparation. Sari holds a Series 7 securities registration as well as a Life Insurance license. She is a member of the National Association of Tax Preparers.

Prior to be coming an advisor Sari worked in events management and fundraising in the non-profit arts sector.

She holds a Bachelor of Science degree in Industrial and Labor Relations from Cornell University as well as a Master of Arts Management degree from Carnegie Mellon University.

Sari resides in Brooklyn, NY with her son Samson.

PESSAH FINANCIAL SERVICES

Pessah Financial Services was founded by Jacques Pessah upon his retirement from the NYC Board of Education in 1995. He started his business initially to help New York City municipal workers with their tax and investment needs. He was very committed to guiding school teachers, police officers, fire fighters and sanitation employees as they made decisions about their financial life and retirement. Jacques specialized in answering ALL of the questions!

 

As his business grew he decided to take on a partner. In 2006, Sari Pessah, his eldest daughter joined him at Pessah Financial Services. Upon Jacques' passing in 2016 Sari took on management of all investment and tax client accounts. She seeks to continue her father's good work and support her clients in reaching their financial goals.

 

© 2020 by Pessah Financial Services.

725 Oakland Avenue

Staten Island, NY 10310

718-448-9180

spessah@northridgewealth.com

 

Securities and investment advisory products and services are offered through Cetera Advisor Networks LLC, a securities broker/dealer
(member FINRA / SIPC) and a Registered Investment Adviser. 

 

Cetera is under separate ownership from any other named entity.

 

Cetera Advisors - North Ridge Wealth Planning LLC
www.northridgewealth.com
Members FINRA/SIPC.
www.finra.org

 www.sipc.org

brokercheck.finra.org

 

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