Shar Gogerdchi, Cfp®

Shar Gogerdchi, Cfp® Email and Phone Number

Wealth Advisor at Leading Edge Wealth Advisors LLC @ Leading Edge Wealth Advisors LLC
Shar Gogerdchi, Cfp®'s Location
Annapolis, Maryland, United States, United States
Shar Gogerdchi, Cfp®'s Contact Details

Shar Gogerdchi, Cfp® work email

Shar Gogerdchi, Cfp® personal email

About Shar Gogerdchi, Cfp®

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.

Shar Gogerdchi, Cfp®'s Current Company Details
Leading Edge Wealth Advisors LLC

Leading Edge Wealth Advisors Llc

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Wealth Advisor at Leading Edge Wealth Advisors LLC
Shar Gogerdchi, Cfp® Work Experience Details
  • Leading Edge Wealth Advisors Llc
    Wealth Advisor
    Leading Edge Wealth Advisors Llc Mar 2019 - Present
    Annapolis, Md
  • Premier Planning Group
    Financial Advisor & Partner
    Premier Planning Group Apr 2016 - Feb 2019
    115 West Street, Ste 400, Annapolis, Md 21401
  • Blue Ocean Global Wealth
    Director, Institutional Education Group
    Blue Ocean Global Wealth Jan 2016 - Feb 2017
    Washington D.C. Metro Area
  • Cfp Board
    Continuing Education & Experience Manager
    Cfp Board Oct 2013 - Jan 2016
    Washington D.C. Metro Area
  • Cfp Board
    Experience Analyst
    Cfp Board Jun 2012 - Oct 2013
    Washington D.C. Metro Area
  • Anchor Wealth Planning, Llc
    Founder
    Anchor Wealth Planning, Llc Nov 2010 - Sep 2015
  • National Brokerage Associates
    Annuity Marketing & Sales Director
    National Brokerage Associates Jan 2009 - Jun 2012
  • Morgan Stanley Smith Barney
    Registered Representative
    Morgan Stanley Smith Barney Mar 2006 - Mar 2009
  • Legg Mason
    Annuity Sales Liaison
    Legg Mason Mar 2004 - Mar 2006

Shar Gogerdchi, Cfp® Skills

Financial Planning Financial Advisory Wealth Management Retirement Planning Fixed Annuities Life Insurance Strategic Financial Planning Investment Management Insurance Mutual Funds Retirement Investment Advisory Securities Asset Management Long Term Care Investments 401k Estate Planning Investment Strategies Asset Allocation Financial Planners Risk Management Asset Managment Stocks Pensions 401k Rollovers Fixed Income Iras Wealth Accumulation Small Business Financial Markets Bonds Series 6 Term Life Insurance Finra Options Equities Long Term Care Insurance Employee Benefits Personal Finance

Shar Gogerdchi, Cfp® Education Details

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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