Shar’s commitment to Financial Planning is evident in his passion for delivering high level personal service and customized client solutions. He helps individual clients and small business owners achieve their financial goals. Whether those goals involve investment management, insurance planning, retirement income, education funding, debt management or estate planning, Shar’s expertise as a CERTIFIED FINANCIAL PLANNERTM professional makes him uniquely qualified to help clients navigate all of life’s financial decisions.
Drawing on his years of portfolio management experience, Shar provides technical investment analysis and macro-economic perspectives for the Leading Edge investment committee.
Prior to dedicating his full time to serving as a financial planner and subsequently joining Leading Edge Wealth Advisors, Shar spent nearly four years in public service, working to uphold and enforce the standards for the Certified Financial Planning Board of Standards (CFP Board), a non-profit organization headquartered in Washington D.C. that acts in the public interest by fostering the highest professional standards in personal financial planning.
Shar grew up in Annapolis and is a University of Maryland alumnus with a degree in Economics. Shar and his wife, Donna, returned to Annapolis a few years ago to raise their two young kids, Eilah and Donnie. Shar is actively involved in his local community, and loves to spend time in the great outdoors, regularly taking the family hiking, mountain biking or hitting the slopes in the winter.
In a fiduciary relationship, we provide advice that is based in the trust that our clients put in us as their financial stewards, providing confidence in the management of their money. This requires that we, as the fiduciary, act at all times for the sole benefit and interest of our clients.
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To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to fivestarprofessional.com.