Naresh Sharma Email & Phone Number

Naresh Sharma CFP, MBA, DBM,B.COMPresident, Sharma Wealth Management"Meet Naresh, a seasoned financial services professional with over 22 years of experience navigating the intricacies of the industry. Known for his strategic acumen and unwavering commitment to excellence, Naresh has a proven track record of driving profitability, mitigating risk, and fostering growth in challenging market environments. With a keen eye for emerging trends and a dedication to delivering unparalleled client satisfaction, Naresh stands as a beacon of leadership in the ever-evolving Expertise in financial analysis, risk management, investment strategies, regulatory compliance, and market trends. Strong decision-making abilities, strategic thinking, excellent communication skills, and the capacity to inspire and motivate teams.Additionally, in an ever-evolving industry, adaptability and a continuous learning mindset.Reach Naresh on LinkedIn message.Call me directly at 9056029991Schedule one-on-one meeting with me - Awards:I am honored to have received some of the financial service industry's most prestigious awards:Built a successful Region from start up to 480 million assets under management, built Team of 3 Division Directors and 54 consultants in 8 years.. Master Director Award 2010. given to top 12 Regional Directors in the Country.• Division Director TOP Award winner in 2005 and 2006, which is awarded to the top 24 Directors in the country for their excellence in leading and building a team of financial planners.*• Pillar Award at Investors Group in 2006.*• Served as Vice-Chair in Vaughan Chamber Of Commerce.• Various charitable organizations.• Best Branch Manager Award in the country in 1997, 1998, 1999, 2000.• Established in house call center for enhancing client services for over 2 million investors accounts.• Trained 45 managers and 85 Assistant managers.

Listed skills include Leadership, Estate Planning, Financial Advisory, Team Building, and 25 others.