Sydney Kovacs, CFP®

About

My favorite part of being an advisor at BEW is that financial planning never gets stale. There’s always something new to learn, and clients bring such unique experiences that allow me to engage my creative, strategic thinking. Over my six years in the financial sector — including three as a financial planner — I’ve witnessed growing demand for more women in the industry, especially as women continue to accumulate wealth. I’m proud to be a voice in this space that all clients can relate to, while also fostering the next generation of millennials and Gen Z who seek tech-savvy advisors that understand their particular financial goals.

I’m inspired every day by the opportunity to help clients achieve their financial goals and live out the lives of their dreams. Watching clients enter retirement after decades of hard work — and embrace it not as an end, but as a new chapter — is incredibly fulfilling. I’m also honored to be there for clients navigating difficult times, whether they’re making tough financial decisions or dealing with the loss of a loved one. When life throws you a curveball, I’m here to help you through it.

Outside of work, I’m equally dedicated to helping others thrive. I coach girls flag football and lacrosse at Las Lomas High School, and it brings me so much joy to help my players reach their full potential both on and off the field.