Sarah Ponczek-Van Camp, CFP®, CIMA®, is a Managing Director, Wealth Advisor at Cresset, where she advises ultra-high-net-worth individuals, entrepreneurs, executives, and multigenerational families. She works closely with clients to develop investment strategies that reflect their broader financial circumstances, including concentrated positions, private investments, business interests, estate-planning considerations, and long-term family goals.
Sarah is particularly passionate about helping families prepare the next generation for the responsibilities that accompany significant wealth. She regularly leads educational conversations with clients’ children and grandchildren, helping them understand financial markets, investing, and the family’s broader wealth strategy. Her ability to connect with multiple generations allows families to engage their future heirs early and approach wealth transfer with greater confidence and purpose.
Before entering wealth management, Sarah spent several years at Bloomberg analyzing and reporting on global financial markets across Bloomberg News, Television and Radio, experience that continues to shape her ability to interpret complex market developments and communicate them clearly to clients. She has shared her perspectives on capital markets and investing through national media, including Bloomberg, CNBC, Fox Business, Forbes and Barron’s, and at industry events such as MoneyShow conferences and the 2025 NCAA Women’s Final Four1.
Sarah has been named to Forbes’ Best-in-State Wealth Advisors, Top Next-Gen Wealth Advisors Best-in-State, and Top Women Wealth Advisors Best-in-State lists2. In 2026, Forbes profiled her journey from Bloomberg financial journalist to wealth advisor, highlighting her work educating and preparing younger generations for the stewardship of significant family wealth.
Sarah earned a Bachelor of Arts from the University of Michigan. She holds the CERTIFIED FINANCIAL PLANNER™ certification and earned the Certified Investment Management Analyst® designation through the Investments & Wealth Institute’s executive education program at the Wharton School of the University of Pennsylvania.
Active in the South Florida community, Sarah has served on the board of Impact 100 Palm Beach County and as a member of the Leukemia & Lymphoma Society’s South Florida Leadership Team. She was named the Leukemia & Lymphoma Society’s 2024 Visionary of the Year3.
A lifelong competitive dancer, Sarah advanced to the final 25 women during Las Vegas Week on the television series “So You Think You Can Dance.” She lives in Boca Raton with her husband, their son, and their goldendoodle. Outside of work, she enjoys fitness, travel, and spending time with family and friends.
1Cresset and its representatives may, from time to time, appear on third-party media outlets, including television programs, podcasts, or online publications. Such appearances are for informational and educational purposes only and should not be construed as an endorsement or recommendation by the media outlet of Cresset or its services. Cresset did not provide any compensation and did not receive any compensation from, the media outlet in connection with these appearances. References to Cresset by third-party media are independent of Cresset and are based solely on publicly available information or the outlet’s own editorial discretion.
2Sarah Ponczek-Van Camp named to 2026 Forbes Best-In-State Wealth Advisors (awarded April 2026), 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State (awarded August 2025), 2026 Forbes Top Next-Gen Wealth Advisors Best-In-State (awarded August 2026), 2025 Forbes Top Women Wealth Advisors Best-In-State (awarded February 2025), 2026 Forbes Top Women Wealth Advisors Best-In-State (awarded February 2026). Rankings developed by SHOOK Research using proprietary algorithm. No application fee was paid to participate.
32024 Leukemia & Lymphoma Society Visionary of the Year: Awarded by The Leukemia & Lymphoma Society (LLS) to the top fundraiser in the local Visionaries of the Year campaign.