Broker Check
Ashwin Sharma, CPFA

Ashwin Sharma, CPFA

LPL Financial Wealth Advisor

  • Registered Representative of LPL Financial                       

Licenses, Registrations and Affiliations 

  • Licensed Life/Annuity and Health Insurance Agent
  • Registered Representative with LPL Financial
  • CPFA, Certified Plan Fiduciary Advisor

Community Service

  • The Rotary Club of Powhatan

Background

   Along with a team of professionals, I offer guidance to my clients to help them aim towards their financial goals.

   I provide an analysis of your current financial situation and help you:

 

  • Identify financial goals and concerns
  • Illustrate what is being done to pursue your goals
  • Identify gaps, if present, and offer strategies to fill them 

 

I can offer comprehensive financial strategies and/or focus on one specific area of need.