Jarrett Sharp

Jarrett Sharp Email and Phone Number

Owner and Financial Advisor @ Sharper Image Financial Services, LLC
Erie, CO, US
Jarrett Sharp's Location
Erie, Colorado, United States, United States
Jarrett Sharp's Contact Details

Jarrett Sharp work email

Jarrett Sharp personal email

n/a
About Jarrett Sharp

As the Owner and Financial Advisor at Sharper Image Financial Services, LLC, I leverage my extensive experience in financial planning and corporate finance to deliver comprehensive financial advisory services. Currently pursuing an MBA at USC Marshall School of Business, I bring a robust educational background to my role, enhancing my strategic and analytical skills.Previously, I served as Chief Financial Officer and Financial Planning Associate at The Millstone Evans Group, where I managed all accounting matters, corporate tax concerns, and client financial plans. My career journey also includes roles as an Operations Specialist and Finance/Accounting Intern, showcasing my versatility and dedication to the finance sector.My passion lies in helping clients achieve their financial goals through tailored strategies and meticulous planning. I am committed to continuous learning and professional growth, ensuring that I provide the highest level of service to my clients.

Jarrett Sharp's Current Company Details
Sharper Image Financial Services, LLC

Sharper Image Financial Services, Llc

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Owner and Financial Advisor
Erie, CO, US
Employees:
2
Jarrett Sharp Work Experience Details
  • Sharper Image Financial Services, Llc
    Owner And Financial Advisor
    Sharper Image Financial Services, Llc
    Erie, Co, Us
  • Sharper Image Financial Services, Llc
    Owner & Financial Advisor
    Sharper Image Financial Services, Llc Jan 2024 - Present
    Colorado, United States
    Sharper Image Financial Services, LLC (SIFS) is a Registered Investment Advisory (RIA) firm registered in the state of Colorado. We provide Comprehensive Financial Planning, Portfolio Management, and Project-Based Planning services. SIFS works with individuals no matter the circumstance, helping people reach their financial goals and gain peace of mind with their money.
  • The Millstone Evans Group
    Chief Financial Officer, Financial Planning Associate
    The Millstone Evans Group Jan 2022 - Jul 2023
    Boulder, Colorado, United States
    Chief Financial Officer:•Oversee day-to-day accounting.•Handle complex issues related to business financials.•Calculate and pay estimated corporate income taxes to various states as well as to the IRS.•Handle business registrations in states that require The Millstone Evans Group to register. This includes registration with the Secretary of State and Department of Taxation.•Document accounting procedures and internally present financial reports on a quarterly basis.Financial Planning Associate:•Create individualized financial plans for clients.•Run scenarios for clients who want to evaluate how potential life changes may impact their financial plans. Potential life changes include buying a house, switching jobs, etc.•Present finished financial plans and scenarios to clients.In addition, I also manage some client service requests as well as research requests for both clients and colleagues.
  • The Millstone Evans Group
    Operations Specialist
    The Millstone Evans Group Jan 2021 - Dec 2021
    Boulder, Colorado, United States
  • The Millstone Evans Group Of Raymond James
    Branch Intern
    The Millstone Evans Group Of Raymond James Oct 2019 - Dec 2020
    Boulder
  • Brookfield Residential
    Finance/Accounting Intern
    Brookfield Residential May 2019 - Aug 2019
    Greater Denver Area
  • Entertainment Partners
    Payroll Tax Analyst
    Entertainment Partners Jun 2018 - Aug 2018
    Burbank, California
  • Newcombs Ranch Inn
    Table Busser
    Newcombs Ranch Inn May 2018 - Jul 2018
    La Canada-Flintridge, California
  • Nigro Karlin Segal Feldstein & Bolno
    Office Services Clerk
    Nigro Karlin Segal Feldstein & Bolno Jun 2017 - Jul 2017
    Westwood, California
  • Newcombs Ranch Inn
    Table Busser
    Newcombs Ranch Inn Jun 2017 - Jul 2017
  • Mcdonald'S
    Cashier
    Mcdonald'S Mar 2017 - Jun 2017
    La Canada-Flintridge, California

Jarrett Sharp Skills

Microsoft Office Management Leadership Finance Research Project Management Strategic Planning Data Entry Microsoft Word Microsoft Powerpoint Microsoft Excel Customer Service Team Leadership Time Management Teamwork Microsoft Dynamics Sl

Jarrett Sharp Education Details

Frequently Asked Questions about Jarrett Sharp

What company does Jarrett Sharp work for?

Jarrett Sharp works for Sharper Image Financial Services, Llc

What is Jarrett Sharp's role at the current company?

Jarrett Sharp's current role is Owner and Financial Advisor.

What is Jarrett Sharp's email address?

Jarrett Sharp's email address is ja****@****ans.com

What schools did Jarrett Sharp attend?

Jarrett Sharp attended Usc Marshall School Of Business, University Of Colorado Boulder - Leeds School Of Business, University Of Southern California, University Of Colorado Boulder, Crescenta Valley High School.

What skills is Jarrett Sharp known for?

Jarrett Sharp has skills like Microsoft Office, Management, Leadership, Finance, Research, Project Management, Strategic Planning, Data Entry, Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Customer Service.

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