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Hans R. Sharma, MBA, CFP Investment advisory services offered through Sharma Associates, Inc.
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A Voice of Reason in Unreasonable TimesSharma Associates, Inc. is a Investment Advisor Representative Company, provides Comprehensive Financial and Life Planning services. Specializes in retirement income planning, building and preserving wealth, without any conflict of interest.
I create and manage investments portfolios based on your risk tolerance and time horozions, utilizing Exchange Traded Funds (ETFs) on fee basis to avoid and conflict of interest. Exchange Traded Funds are an intriguing alternative to garden-variety mutual funds. ETFs 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. Comprehensive Financial Life Planning services Include:
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HANS R. SHARMA, MBA, CFP is licensed in: General Securities license Series 7. |
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Vision . Mission . Values Vision is the Head - Mission is the Heart - Values are the Soul Vision: To bring comprehensive financial and life planning services. Mission: To provide financial planning services without any conflict of interest. Values: To achieve our mission and vision with Integrity. Fairness, Competence, Confidentiality and Professionalism. |
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The highest compliment we can receive from a client is the referral of a friend or a relative |