Sharon A. Bloodworth,  CFP<sup>&reg;</sup> - Financial Advisor

Sharon A. Bloodworth, CFP®

CEO

White Oaks Wealth Advisors, Inc.

80 S 8th St, Ste 1725
Minneapolis, MN 55402
FINANCIAL ADVISOR'S WEBSITE
(612) 455-6900

General

Sharon Bloodworth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at White Oaks Wealth Advisors, Inc. in Minneapolis, MN and the surrounding communities.

Financial Advisor Overview

The White Oaks family has over 100 years of combined team experience. Sharon Bloodworth, CEO, is a trailblazer in the financial industry. Leading one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida, Sharon has a seasoned investment background and has built an excellent team of professionals with gold standard credentials and huge hearts. We are independent and free from the sales and growth agendas of large firms. Not only are we required to put our clients first, as fiduciaries, we care for our clients like family. We give clients access to investment strategies of the ultra-wealthy. Imagine buying a computer at an electronics store and being told that you can only choose from 5 of the 10 options being offered. Even though the other options are the same price as the ones you are looking at, you are told they are reserved for the ultra-wealthy. In the investment world you can end up in a similar situation. A person paying for retail investment services does not get to access the diverse menu of investment options that are out there. White Oaks models an investment process that provides our qualified clients, with over $2,000,000 in investable assets (not including your home) and clients with $5,000,000 in investable assets (not including your home) the same access to investment options as investors with $100,000,000 plus. What does it feel like to be a part of the White Oaks family? We never stop advocating for you. If you are a busy fortune 500 key executive, we watch your stock options so you don’t have to. We help you negotiate in and out of companies. If you are a business owner, we assist in optimizing taxes and planning for your next stage in life. We will also make sure that, if you die prematurely, there is a plan for the business and your family. If you are a non-financial spouse and recovering from a divorce or death in the family; we can take care of everything, from your bills to your investment strategy. We will help release you from your fear of running out of money. If you are a woman investor and tired of being ignored, you won’t be here. We love what we do!

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Financial Advisor Experience

Sharon is CEO of White Oaks Wealth Advisors, Inc. and has been with the company since February 2001. Her experience in the financial services industry dates back to 1993, and includes positions at American Express Financial Advisors as a Financial Advisor, and the investment management firm, Lord, Abbett & Co. in New York City, as Client Liaison. Sharon holds a Bachelor’s Degree (BScEcon) (Hons) in European Community Studies from the University of Wales, College of Cardiff with a focus on European political economics and languages. In continuing education, she received a certificate in International Business Practice from the Mountbatten Program/Oxford University and in 2019 completed the Vistage Executive Leadership Program in collaboration with the Stanford Graduate School of Business. She also holds the Certified Financial Planner ™ designation and is a member of NAPFA, a fee-only fiduciary professional association with the most rigorous continuing education requirements in the industry. She was honored as a 2013 “Top Women in Business” and a 2010 “Forty under 40” recipient by the Minneapolis St. Paul Business Journal. She has been quoted in the Minneapolis St. Paul Business Journal, CBS Money Watch, USA Weekend, MSN Money, The Financial Times Advisor IQ, Forbes.com, Glamour and CNN Money. She frequently speaks to conferences and CEO groups on wealth management topics. Born in the UK, she has lived and studied in Africa, Asia and Europe and speaks multiple languages. In 2007 Sharon funded the rebuilding of a Kindergarten in Indonesia she named after her daughter – Sophia’s Sunshine School. It is her goal to build nine more and bring meaningful economic improvement to the area. Sharon is an active member of the Minneapolis community. She is currently Secretary of the Board of Minnesota Opera and serves on the investment committee. In Rotary she is the Past President of Rotary Club 9 and chaired the district-wide conference in 2015 and 2018 for their 2,000 members. In 2019 Sharon received the Marty Baskerville award for lifetime achievement in philanthropy and the Vistage lifetime achievement award for leadership in her CEO peer to peer organization.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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