An independent, Financial Adviser, Certified Financial Planner (CFP), Registered Investment Adviser (RIA), Specializes in Retirement Income Planning, Socially Responsible Investing, Rotarian and Notary Public. Simplify Complex Financial Concepts with rules of thumb approach.
Helps Individual and families to manage their wealth without any conflict of interest. Specializes in Retirement Income Planning for Certainty of Income During Retirement, that is very important for peace of mind.
Hans R. Sharma, MBA, CFP, Wealth Manager, Certified Financial Planner, Registered Investment Adviser
Helps individual and families to manage their Wealth and Financial Life Planning, without any conflict of interest. Specializes in Retirement Income Solutions for certainlity
of income for life.
I have two corporations: A business and a charity
www.Sharmah.com
- Business Corporation
Wealth Manager, help families manage their wealth and financial life planning without any conflicit of Interest. Certainty of income during retirement - afraid of running out
of money. An Independent, Certified Financial Planner and Registered Investment Adviser. Please take few minutes to visit my website.
www.TheHimalaynHope.org
- Charitable not-for-profit Corporation
Provides high quality education in a remote village in the foot hills of Himalayan Mountain region in India through a not-for-profit, English medium school in the village
where, I was born and raised.
Gayatri Public School Website:
www.GayatriTrust.com -
Young mind is a terrible thing to waste.
Hans R. Sharma, MBA, CFP
Wealth Manager, Certified Financial Planner, Registered Investment Advisor and Notary Public, Specializes in Retirement Income Solutions for certainty of income of life for clients who are afraid of running out of money during retirement.
President, CEO - Sharma Associates, Inc
Registered Investment Advisory Company,
124 Scarlet Drive, Conshohocken, PA 19428
Phone: 610-828-8253 – Mobile: 610-613-1924 - Email:
hans@sharmah.com
Please visit our Website:
www.sharmah.com
Sharma Associates, Inc. is a Registered Investment Advisory Company, which creates customized investment portfolios based on risk tolerance and time horizon, utilizing Exchange Traded Funds (“ETFs”).
ETFs are an intriguing alternative to garden-variety mutual funds. They offer comparably lower costs, higher tax efficiency, better transparency and intra-day liquidity, instant diversification, trading flexibility, access to hard-to-reach markets, and administrative ease to name a few advantages.
Are you completely happy and comfortable with the financial advice you have been getting?
Can you see the wisdom of at least seeking a second opinion?
Would you like to consult with me, understanding that there is no cost or obligation to you?
This is not intended as a promotion to people residing in states where we are not registered.
For more information, please visit our website: www.sharmah.com
Investment advisory services offered through Sharma Associates, Inc. Securities offered through Innovation Partners LLC. Member FINRA, SIPC 5950 Fairview Road, Suite 140, Charlotte, NC 28210 Phone: 704-708-5461Sharma Associates, Inc. and Innovation Partners LLC. are not affiliated.
Hans R. Sharma, MBA, CFP is licensed in: General Securities license Series 7. General Securities Principal license Series 24 in the following states in USA: California, Colorado, Delaware, Florida, Indiana, Maryland, North Dakota, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia and Washington.
Our Website is to be used as a general information source, and not intended to provide any financial planning advice in any specific matter. This is also not intended as promotion to people where we are not registered
On Personal Note: I came to the United States in 1982 from a remote village in the foothills of the Himalayan Mountain region in India. I work full time as a business owner while also supporting a not-for-profit English language high school in the remote village in the foot hills of Himalayan mountain region in India, where I was born and raise. I created Himalayan Hope Charitable Foundation to provide high quality education especially to girls.
Please take a few minutes to visit the website: www.TheHimalayanHope.Org and School website: www.Gayatri PublicSchool.org
As we all know talent and intelligence is equally distributed but opportunity is not. Gayatri Public School provides an equal opportunity for a quality education to all in this remote village. Young mind is a terrible thing to waste and a wonderful thing to invest in. If you like what you see, then please share and support. Copyright © 2018 Sharma Associates, Inc - All Rights Reserved.
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