Sarah Cupelli

Client Service Representative


Sarah Cupelli client service representative at Pearl Planning

Prior to joining the Pearl Planning team, I worked in the insurance industry for 10 years. Having graduated from college with a Bachelor’s degree in communications, I have always gravitated towards customer service. Helping people fulfills me!

I took a break to have kids, who are now 6 and 4. They keep me busy and bring me so much joy. I wouldn’t trade staying home with them during their first few years for anything!

I feel extremely grateful to have joined Pearl Planning. While my number one job is being a mom to my two children, a large part of that is being an example to them of what it means to go after your dreams by working hard. I am so thankful that the culture here not only promotes a healthy work/life balance, but also becoming successful in your career.

Three Favorite Words

Grace. Courage. Gratitude.

You Might Bump Into Me

Playing at the park with my two favorite little humans, working out at the gym, or drinking God’s gift to the human race: coffee.

A Quote On My Desk

 "Try to be a rainbow in someone's cloud."
-Maya Angelou

Awards/ratings may not be representative of any one client’s experience, are not an endorsement, and are not indicative of advisor’s future performance. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. No fees are paid in exchange for these awards/ratings.

Meet the Other Team Members of Pearl Planning

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Office Manager

Client Service Representative

Client Service Representative