1550 Parkside Drive, Suite 205 Walnut Creek, CA 94596
For over a decade, Sharon has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Sharon has acquired an education that helps her meet the ever-changing needs of clients. Sharon provides truly personalized services and maintains the highest levels of financial planning and professional investment management relationships with her clients.
Sharon Nasstrom joined Protected Investors of America in 1997 and is a Registered Principal, Investment Advisory Associate, and Board Member, holding the following securities licenses: General Securities, General Securities Principal, and Registered Investment Advisor. She earned the CERTIFIED FINANCIAL PLANNER™ certification in 2002.
Sharon graduated with highest honors and a degree in Psychology from UC Davis. She received the Churchill C. Peters Award for Excellence in Financial Planning in 2007 and has served as Chairman of the Board of Protected Investors.
Originally from New Jersey, Sharon has made the Bay Area her home for over 33 years. Outside the office, she spends her free time with her husband John and friends playing tennis, biking, gardening, and traveling. She has an empty nest now that her two grown children Sam and Blaire no longer live at home.
Sharon is active in the community as a member of the Financial Planning Association of the East Bay, the Danville/Alamo Chapter of the American Association of University Women, the Danville Business Network, and the San Francisco Bay Girl Scout Council. Sharon has also been awarded the designation of "Five Star Wealth Manager" by Diablo Magazine for the past three consecutive years.
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.
Check the background of this investment professional on FINRA's BrokerCheck