Vivek  Sharma,  CFP<sup>&reg;</sup> - Financial Advisor

Vivek Sharma, CFP®

CFA®, CIPM®

Senior Financial Advisor

Gwynedd Wealth Partners LLC, 600 W Germantown Pike
Plymouth Meeting, PA 19462-1046

Gwynedd Wealth Partners, LLC, 1008 CLARK HILL DR
Eagleville, PA 19403
FINANCIAL ADVISOR'S WEBSITE
(844) 978-4835
(610) 940-1707 (267) 640-7750
CONNECT WITH Vivek
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General

Vivek Sharma is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Plymouth Meeting, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance: PA
  • Health/disability insurance: PA
  • Fixed annuities: PA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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