THE PRISM GROUP OF NORTH FLORIDA - Key Persons
Roberto (Bert) is the managing Partner of The PRISM Group of North Florida, Inc.; a comprehensive financial planning firm which he founded in 2005. For nearly 30 years, Bert has successfully provided financial advice and superior service to his clients.
Sarah joined AXA Advisors, LLC in July 2013 after graduating from Florida State University with a Bachelor of Science in Finance. She started working with the Retirement Benefits Group, a specialized division of the Jacksonville, Florida branch office. AXA Advisors, LLC was rebranded to Equitable Advisors in January 2020. After working in the Financial Professional capacity for three years, she was recruited to join The PRISM Group within the firm. While receiving mentorship from a seasoned Advisor, Sarah completed the Certified Financial Planner program through the University of North Florida and became certified in 2018. Sarah is deeply involved with networking within the community and has served in a multitude of capacities. She served on the Board of the Jax Seminole Alumni Club for several years, and her roles included Chair for the Young Alumni committee and Vice President. She's also been a part of her local BNI Chapter for four years and has served two terms as President and one as Vice President. Sarah recently discovered her passion as a divorce advocate, so she pursued her Certified Divorce Financial Analyst designation in September 2021. She is equipped with the necessary knowledge to assist divorcees and their legal counsel with financial matters throughout and beyond the divorce process. She has since joined the National Association of Divorce Professionals and is currently serving as Social Chair for the local Chapter. Sarah offers a holistic, options-based approach to individual, marital, and divorce financial planning. Her motto in life and in her career is the same - "always leave someone better than you found them."