Wealth Management Assistant
Meet Sharon Lamb
Experienced wealth management assistant with three decades of client service expertise.
Key Credentials
Nearly three decades assisting financial and tax advisers
Various securities licenses holder
Personal
Da Bomb
Often referred to as "da bomb"
Professional Background
Sharon has worked for nearly three decades assisting financial and tax advisers. She will help you gather information, complete the necessary paperwork, make updates to your account, and get answers to any questions you may have along the way. Sharon has held various securities licenses and the California Tax Education Certification (CTEC).
"Our greatest fear should not be of failure…but of succeeding at things in life that don't really matter."
Life Beyond Work
Sharon believes in living life to the fullest, balancing professional excellence with personal adventures and family commitments. Their unique experiences reflect the same determination they bring to their clients’ financial planning.