Sharon  Schoffmann,  CFP<sup>&reg;</sup> - Financial Advisor

Sharon Schoffmann, CFP®

Financial Planner

Prudential Advisors

293 Boston Post Rd W, Ste 110
Marlborough, MA 01752-4615
FINANCIAL ADVISOR'S WEBSITE
(617) 834-4148

General

Sharon Schoffmann is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prudential Advisors in Marlborough, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Series 7 Series 66 Life, Accident Health Variable Annuities

Insurance Licenses

  • Life insurance: Massachusetts, Rhode Island
  • Health/disability insurance: Massachusetts, Rhode Island
  • Fixed annuities: Massachusetts, Rhode Island
  • Variable annuities: Massachusetts, Rhode Island

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Medical & Health Issues, Nontraditional Households, Special Needs, Women's Finances

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