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Sharon Allen, Cfp®, Ctfa is listed as CEO/Co-Founder, Sterling Wealth Management | creating community - empowering our clients to change the world at Sterling Wealth Management, based in Champaign, Illinois, United States. AeroLeads shows a work email signal at sterlingwealthmanagement.com and a matched LinkedIn profile for Sharon Allen, Cfp®, Ctfa.
Sharon Allen, Cfp®, Ctfa previously worked as CEO & Co-Founder at Sterling Wealth Management and Member Board of Directors at University Of Illinois Community Credit Union. Sharon Allen, Cfp®, Ctfa holds Bachelor'S, Finance, Investments from Gies College Of Business - University Of Illinois Urbana-Champaign.
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Sterling Wealth Management is a fee-only private wealth management firm created with the individual in mind…their own personal family office. When I founded the firm in 2004, it was with a desire to be a “beacon of light” in the financial services industry, to elevate the conversation around true wealth, client service, and technical excellence. I love creating and growing a group of likeminded professionals that are the third party steward for our clients, working closely with each client’s unique team of professional advisors.Being the oldest child of a middle-class family in the Chicago suburbs, I was the first person in my extended family to go to college. Graduating from the University of Illinois in Urbana-Champaign with my Finance degree, I began a professional journey of intimate involvement in all levels of managing the financial lives of affluent families and individuals. I am now the “personal chief financial officer” for my clients, specializing in helping them create tailored financial plans to help guide them through life’s transitions, such as transferring wealth to the next generation, loss of spouse, divorce, retirement, job changes or sale of a business. Being a positive voice within the financial services industry and giving back is important to me. I am an adjunct instructor at the University of Illinois in the Certified Financial Planning program, as well as a guest lecturer on various financial planning, investing and business topics. I am an active member of the nationally recognized wealth management study group, Family Wealth Advisors Council, and co-author of Caught in the Middle: How Does The Sandwich Generation Woman Not Get Squeezed?Community is very important to me. I give of my time as Board Chair of the University of Illinois Employee’s Credit Union, and Board and committee member of various non-profits in our area. As a mother of two, I also enjoy being actively involved in the local school community.
Listed skills include Strategic Planning, Leadership, Finance, Wealth Management, and 27 others.
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Champaign, Il, Us
Founder and President of Sterling Wealth Management, an independent fee-only wealth management firm specializing in helping successful families and individuals prosper in every way and leave meaningful legacies.
Former Board Chair (12 years) and current Board member providing direction, governance and strategic oversight for the organization on behalf of our members.
Member of the Board providing financial oversight and input regarding governance of the Foundation and resource use to support Parkland College and its students and programming.
Champaign, Il, Us
Lecturer in the Financial Planning program, specializing in industry and academic connectivity with the student body, as well as teaching the Capstone case studies course, Estate Planning and Advanced Financial Planning within the program.
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Sharon Allen, Cfp®, Ctfa works for Sterling Wealth Management.
Sharon Allen, Cfp®, Ctfa is listed as CEO/Co-Founder, Sterling Wealth Management | creating community - empowering our clients to change the world at Sterling Wealth Management.
AeroLeads has found 1 work email signal at @sterlingwealthmanagement.com for Sharon Allen, Cfp®, Ctfa at Sterling Wealth Management.
Sharon Allen, Cfp®, Ctfa is based in Champaign, Illinois, United States while working with Sterling Wealth Management.
Sharon Allen, Cfp®, Ctfa has worked for Sterling Wealth Management, University Of Illinois Community Credit Union, Parkland College Foundation, and University Of Illinois At Urbana-Champaign.
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Sharon Allen, Cfp®, Ctfa holds Bachelor'S, Finance, Investments from Gies College Of Business - University Of Illinois Urbana-Champaign.
Sharon Allen, Cfp®, Ctfa is listed with skills including Strategic Planning, Leadership, Finance, Wealth Management, Strategy, Management, Financial Planning, and Investments.
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