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Are you working with a CFP® professional?
It's gotta be a CFP®
Certified Financial Planners must follow the 7-step Financial Planning Process to meet the CFP® Board’s new Code and Standards.
I believe in taking a structured approach to financial planning that prioritizes your goals and needs. My process, designed in accordance with CFP® Board standards, is tailored to each client and follows a proven framework for success.
Remember, this is a collaborative process. My job is to provide expert guidance and support, but you're always in control. We'll work together at every step to make sure your financial plan truly reflects your needs and aspirations.
Take the first step toward your financial future today—together, we can create a personalized plan that aligns with your goals and dreams. Don’t wait any longer; let’s turn your aspirations into actionable steps for success!
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.