Financial Planning & Wealth Solutions by Vivek Sharma CFA®, CFP®
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Financial Planning & Wealth Solutions by Vivek Sharma CFA®, CFP®

Signed in as:

filler@godaddy.com

  • Home
  • About Us
  • Financial Planning
  • Investment Advice
  • Videos
  • Get Started
  • Client Access

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  • Bookings
  • My Account

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About me

Vivek Sharma, CFA®, CFP®, CIPM®, PhD

Vivek has worked as an Investment Advisor and a Financial Planner for over ten 5years with Gwynedd Wealth Partners, LLC. As a Registered Investment Advisor Representative, he helps Individual and Institutional clients to meet their financial objectives.


Vivek uses a behavioral approach to financial planning and employs investment and insurance based-strategies to achieve client objectives of tax efficiency, cost-efficiency, income, liquidity, and legacy.


As a CFA charterholder, Vivek holds the highest level of credentials in the global investment management industry committed to Putting Investors First. As a CERTIFIED FINANCIAL PLANNING (TM) Professional, he helps you Plan With Confidence. He also holds CIPM® designation and maintains® the series 65 and Life & Health Insurance license.

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Copyright © 2025 Vivek Sharma - All Rights Reserved.


Investment advisory services are offered through Gwynedd Wealth Partners, LLC (GWP). Registered Investment Advisor registered in the states of Pennsylvania and Colorado. Nothing on this website is intended to recommend any specific security or investment strategy. Our advisory services are offered only to clients with whom we have an advisory agreement and about whom we have gathered sufficient data concerning their personal objectives, needs, risk tolerance, and circumstances. Content on this website may include views that consider legal concepts and general taxation principles; however, we do not provide, and are not qualified to provide, anyone with legal or tax advice. We encourage readers to consult with their own attorney or tax professional to receive advice and guidance about their specific circumstances.

 

CFA®, Chartered Financial Analyst®, and CIPM® are registered trademarks owned by CFA Institute.


 Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who complete CFP Board’s initial and ongoing certification requirements. 

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