Sharon S. Nasstrom,  CFP<sup>&reg;</sup> - Financial Advisor

Sharon S. Nasstrom, CFP®

Protected Investors of America

1550 Parkside Dr, Suite 100
Walnut Creek, CA 94596
(925) 746-7726

General

Sharon Nasstrom is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Protected Investors of America in Walnut Creek, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

More

Helpful Financial Planning Resources