Elena Sharma began her career with Avidian Wealth Solutions in January 2013. As a member of Avidian’s financial planning team Elena works in conjunction with the advisors to create efficient and effective wealth management strategies for our clients. She takes a holistic approach in analyzing each client’s unique situation, assets, goals and life-stage to develop a comprehensive financial plan.
Elena’s responsibilities include the preparation of financial plans with a focus on retirement planning, college funding, estate planning, and risk management. Elena graduated from Texas Tech University with a Master of Science degree in Personal Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Retirement Income Certified Professional®. Elena enjoys cooking, reading, traveling and spending time with her family and friends.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!