About me

Man in a gray suit with a red tie smiling at the camera.

Vivek Sharma, CFA®, CFP®, CIPM®, PhD

Vivek has worked as a financial consultant and investment advisor for over twelve years with Gwynedd Wealth Partners, LLC. As a Registered Investment Advisor Representative, he assists both individual and institutional clients in achieving their financial objectives through effective wealth management strategies.

Vivek employs a behavioral approach to financial planning, utilizing investment and insurance-based strategies to help clients focus on 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 and is dedicated to Putting Investors First. As a CERTIFIED FINANCIAL PLANNING (TM) Professional, he enables clients to Plan With Confidence. Additionally, he holds a CIPM® designation and maintains the Series 65 and Life & Health Insurance license.

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.

About me

Vivek Sharma, CFA®, CFP®, CIPM®, PhD

About Vivek Sharma - Financial Planning Expert

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