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

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

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

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Take an Initial Assessment

To get somewhere, first, know where you are.

Financial Goal

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Know Your Financial Goal

It is easy to aim when you can see the target

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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Vivek Sharma CFA®, CFP®, CIPM®, Ph.D.

600 West Germantown Pike, Suite 400, Plymouth Meeting, Pennsylvania 19462, United States

1-844-978-4835 1-84-GWP-VIVEK

Hours

Mon

08:30 am – 07:30 pm

Tue

08:30 am – 07:30 pm

Wed

08:30 am – 07:30 pm

Thu

08:30 am – 07:30 pm

Fri

08:30 am – 07:30 pm

Sat

By Appointment

Sun

By Appointment

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment


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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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