Sharp Financial

Ziad Hassan Mohammed is a financial advisor at Sharp Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CapFinancial Securities, LLC and Raymond James Financial Services, Inc. since 2015. Sharp Financial is a seven-advisor team managing approximately $502 million for a diverse client base including individuals, high-net-worth clients, trusts, estates, and family offices. The firm employs a tactical, risk-based investment process utilizing internal research and third-party quantitative tools to make dynamic asset allocation decisions, maintaining a long-term orientation with the flexibility to respond quickly to market changes.

Katherine Morosani is a CFP® and ChFC® with 11 years of industry experience. She is currently with Sharp Financial and has previously worked at Edward Jones and several other financial firms. Morosani also uses her sole proprietorship, KM Consulting, to deliver speeches related to her Doctoral Studies in Organizational Leadership. Sharp Financial serves a diverse client base including individuals, high-net-worth clients, trusts, and family offices, managing approximately $502 million across eight offices. The firm employs a tactical, risk-based investment process that combines internal research and third-party quantitative tools to guide dynamic asset allocation and portfolio management.

Kelly Pickering is a financial advisor with Sharp Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her career includes roles at J. Alden Associates, CapFinancial Partners LLC, and Raymond James Financial Services. She is part of a seven-advisor team at Sharp Financial. Sharp Financial serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, other registered investment advisers, and family offices, managing approximately $502 million across eight offices. The firm employs a tactical, risk-based investment process that integrates internal research and third-party quantitative tools to guide dynamic asset allocation and portfolio management.

Tasha Miles is a financial advisor at Sharp Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J Alden Associates. Outside of her advisory role, she is an independent real estate agent assisting buyers and sellers in residential and commercial transactions. Sharp Financial provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and daily market data.

Michael Sharp is a financial advisor with Sharp Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ba Securities, Purshe Kaplan Sterling Investments, and H.D. Vest Investment Services. Outside of advisory work, he is involved as an officer in a local AAU basketball team. Sharp Financial provides investment advisory and financial planning services to a diverse clientele, including individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that combines proprietary strategies with third-party quantitative analysis and daily market data, offering discretionary management, comprehensive wealth planning, and retirement plan advisory services.

Edward Rimbenieks is a financial advisor at Sharp Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Inc. and J Alden Associates, Inc. alongside his current role at Sharp Wealth Advisory, where he has been involved in wealth planning and client relationship management since 2019. Sharp Financial serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, other registered investment advisers, and family offices. The firm manages approximately $502 million with a team of seven advisors across eight offices, utilizing a tactical, risk-based investment process that incorporates technical and cyclical indicators to guide dynamic asset allocation and portfolio management.