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Tiffani Sharp

2 Years of Experience
Folsom, CA

Tiffani Sharp is a registered investment advisor at T. Sharp Wealth Management, based in Folsom, CA, with 2 years of industry experience. Tiffani operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, Insurance Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

T. Sharp Wealth Management does not provide investment management services.

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Location

50 Iron Point Circle, Suite 140, Folsom, CA, 95630

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Tiffani works as an attorney-at-law, realtor, and owner at T. Sharp Legacy & Wealth Counsel, focusing on law and real estate investment. This takes about half of Tiffani's time during business hours and about 10-20% of her time during securities trading hours.

Employment History
Current Registrations
T. Sharp Wealth Management
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Afs Investments
April 2023 - May 2023 · 1 mo
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Tiffani Sharp - Financial Advisor | TrueAdvisor