SharMarc Financial Advisors

At SharMarc Financial Advisors, Inc., we are committed to helping you achieve your financial goals. We believe in the value of comprehensive financial planning, and we strive to provide our clients with the highest level of service and expertise. Our mission is to maintain the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

Our Location

Our office is located at 16855 West Bernardo Drive, Suite 250, San Diego, CA 92127. We are conveniently situated near the intersection of West Bernardo Drive and Highway 56, making it easy for clients in the San Diego area to visit us. For our clients who prefer to meet virtually, we also offer remote consultations via video conference.

Our Firm

SharMarc Financial Advisors, Inc. is an independent financial advisory firm registered with the Securities and Exchange Commission (SEC). Our team consists of experienced professionals with diverse backgrounds and areas of expertise. We work together to provide our clients with a comprehensive range of financial planning and investment management services tailored to their individual needs and goals.

Our Services

At SharMarc Financial Advisors, Inc., we offer a broad range of services designed to help you achieve your financial goals. These services include:

• Financial Planning: We work with you to create a customized financial plan that takes into account your unique circumstances, goals, and risk tolerance. Our financial plans cover all aspects of your financial life, including investment management, retirement planning, education funding, estate planning, and insurance analysis.
• Investment Management: We offer discretionary investment management services designed to help you grow and protect your wealth. We use a disciplined, evidence-based investment approach that emphasizes diversification, low costs, and tax efficiency. Our investment strategies are tailored to your individual goals, risk tolerance, and time horizon.
• Retirement Planning: We specialize in helping individuals and families plan for a secure and fulfilling retirement. We work with you to estimate your retirement expenses, project your retirement income, and develop a plan to bridge any gaps. Our retirement plans take into account all of your retirement assets, including employer-sponsored retirement plans, individual retirement accounts, and other investment accounts.
• Education Funding: We help parents and grandparents plan and save for their children's and grandchildren's education. We work with you to estimate the cost of education, determine how much you need to save, and select appropriate investment vehicles to help you reach your education funding goals.
• Estate Planning: We help you protect your assets and provide for your loved ones after you're gone. We work with your estate planning attorney to create a comprehensive estate plan that includes a will, trusts, powers of attorney, and advance healthcare directives.
• Insurance Analysis: We help you evaluate your insurance needs and select appropriate policies to protect yourself, your family, and your assets. We provide unbiased advice on life insurance, disability insurance, long-term care insurance, and other types of insurance.

Our Qualifications

Our team includes Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and other qualified professionals with extensive experience in financial planning and investment management. We are committed to ongoing professional development and education to ensure that we stay current with the latest research, trends, and best practices in our field.