Practice & Experience


Practice & Experience


Sari (Sarita) Pessah is a tax advisor and registered representative with over 14 years of experience. She specializes in investment strategies 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 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 pursuing their financial goals.


© 2020 by Pessah Financial Services.

725 Oakland Avenue

Staten Island, NY 10310




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