Shar Gogerdchi, Cfp® Email and Phone Number
Shar Gogerdchi, Cfp® work email
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Shar Gogerdchi, Cfp® personal email
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My commitment to Financial Planning is evident in my passion for delivering high level personal service and customized solutions. I help individuals, trustees and small business owners achieve their financial objectives through holistic financial planning. Whether those goals involve investment management, insurance planning, retirement income, education funding, debt management or estate planning, my experience as a CERTIFIED FINANCIAL PLANNER™ professional makes me uniquely qualified to help clients navigate all of life’s financial decisions. Shar Gogerdchi, CFP® is a Registered Representative, Securities offered through Cambridge Investment Research, Inc., A Registered Broker/Dealer, Member FINRA and SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Leading Edge Wealth Advisors and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
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Wealth AdvisorLeading Edge Wealth Advisors Llc Mar 2019 - PresentAnnapolis, Md -
Financial Advisor & PartnerPremier Planning Group Apr 2016 - Feb 2019115 West Street, Ste 400, Annapolis, Md 21401 -
Director, Institutional Education GroupBlue Ocean Global Wealth Jan 2016 - Feb 2017Washington D.C. Metro Area -
Continuing Education & Experience ManagerCfp Board Oct 2013 - Jan 2016Washington D.C. Metro Area -
Experience AnalystCfp Board Jun 2012 - Oct 2013Washington D.C. Metro Area -
FounderAnchor Wealth Planning, Llc Nov 2010 - Sep 2015
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Annuity Marketing & Sales DirectorNational Brokerage Associates Jan 2009 - Jun 2012
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Registered RepresentativeMorgan Stanley Smith Barney Mar 2006 - Mar 2009 -
Annuity Sales LiaisonLegg Mason Mar 2004 - Mar 2006
Shar Gogerdchi, Cfp® Skills
Shar Gogerdchi, Cfp® Education Details
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Economics
Frequently Asked Questions about Shar Gogerdchi, Cfp®
What company does Shar Gogerdchi, Cfp® work for?
Shar Gogerdchi, Cfp® works for Leading Edge Wealth Advisors Llc
What is Shar Gogerdchi, Cfp®'s role at the current company?
Shar Gogerdchi, Cfp®'s current role is Wealth Advisor at Leading Edge Wealth Advisors LLC.
What is Shar Gogerdchi, Cfp®'s email address?
Shar Gogerdchi, Cfp®'s email address is ya****@****ail.com
What schools did Shar Gogerdchi, Cfp® attend?
Shar Gogerdchi, Cfp® attended University Of Maryland.
What skills is Shar Gogerdchi, Cfp® known for?
Shar Gogerdchi, Cfp® has skills like Financial Planning, Financial Advisory, Wealth Management, Retirement Planning, Fixed Annuities, Life Insurance, Strategic Financial Planning, Investment Management, Insurance, Mutual Funds, Retirement, Investment Advisory.
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