A complete list of active advisors currently associated with Amy T. Sharp, CFP, LLC
Warmer can help you find a great advisor at Amy T. Sharp, CFP, LLC or one who fits your needs even better.
The firm provides financial planning and portfolio management to individuals, businesses, pension and profit‑sharing plans, trusts, estates, and charitable organizations, serving about 121 clients and advising on roughly $62.4 million in assets under management. Services include an initial complimentary financial planning engagement, with clients able to transition to an ongoing wealth management retainer that combines planning and portfolio oversight. The adviser constructs broadly diversified, actively managed portfolios—primarily using mutual funds, exchange‑traded funds and U.S. government securities—employing a systematic approach that emphasizes long‑term purchases, periodic rebalancing, and discretionary account management. Client input on risk tolerance, time horizon, and goals guides portfolio design, accounts are monitored continuously, and formal reviews occur at least annually with additional reviews triggered by material changes. The firm publishes a monthly newsletter and offers educational articles and videos on its website, a service that is relatively uncommon among peers. Although the firm identifies as a fee‑based adviser, some advisory affiliates are independently licensed to sell insurance and may receive commissions on insurance products; the brochure discloses this potential conflict and notes clients are under no obligation to purchase insurance through the firm.
To learn more about the advisors currently working at Amy T. Sharp, CFP, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Valley Center, CA
| 30
|
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