Hans R. Sharma,  CFP<sup>&reg;</sup> - Financial Advisor

Hans R. Sharma, CFP®

MBA

Sharma Assocaites, Inc

124 Scarlet Dr
Conshohocken, PA 19428-1386
(610) 828-8253

General

Hans Sharma is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sharma Assocaites, Inc in Conshohocken, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Notary Public

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources