NAPFA Spring 2025 National Conference Speaker

Dr. Sara Stolberg Berkowicz, Ph.D., CFP®?, is Chair of the Advisor Development Department and an associate professor at the College for Financial Planning, specializing in the areas of retirement, divorce financial planning, and money psychology. She has co-authored a book on business valuation for financial planners. Dr. Berkowicz earned her Ph.D. in personal financial planning from Kansas State University. She received her master of science in financial planning from the College for Financial Planning. Dr. Berkowicz has been a Certified Financial Planner™? certificant for over 25 years. She holds licenses for securities, life and health insurance, annuities, and long-term care insurance. She is an IRS-registered tax preparer, a real estate broker, and a divorce and family mediator, and has earned the ABFP, CDFA®?, CRPC®?, CRPS®?, and CSRIC®? designations. She maintains an independent private practice in financial planning and divorce financial consulting in the Chicago area.