Investment Advisor Representative and Registered Representative

Caroline Sarles is an Investment Advisor Representative of Hokin Investment Advisors. Caroline is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 65 license. She received a B.A in Political Science and Psychology from Vassar College. 

Caroline is dedicated to helping her clients realize their life goals by supporting their financial wellness. She believes in a personalized approach that focuses on the unique objectives and circumstances of each client while emphasizing trust, accessibility, and integrity. Caroline has a passion for financial education and aims to instill confidence in future fiscal security whether advising individuals, working with corporate 401(k) plans, or speaking with community members.

Caroline lives in Chicago, Illinois and is an avid reader and lover of music and horticulture. She sings with a local community chorus and relishes spending time with her friends and family.