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Elena Sharma began her career with STA Wealth Management in January 2013, following her successful completion as an intern with Streettalk Advisors. As a member of STA Wealth’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.Back