Financial Planning Workshop

15500 Sand Canyon Avenue,Irvine CA 92618

05 March, 2023

Description

Bio of Guest Speaker: Amy Sharp is a Certified Financial Planner and CEO of Amy T. Sharp, CFP®, LLC, a Registered Investment Advisory with 31 years of experience in the financial planning, investments, and insurance industry. Amy has held roles at an executive level as the Managing Director for Prudential Financial in San Diego and has also been working with clients directly as a Financial Planner for the majority of her career. She has supplemented her years of experience with extensive education along the way with many industry designations, has completed her Master of Science degree in Financial Planning in 2008 and is now working towards her PhD in Financial Planning.