Join the conversation and feel free to submit a question to our experts.Submit a question
Stay up to date and have the STA Weekly Report and 401k Plan Manager emailed to you.Subscribe
Read STA's Featured ArticlesRead More
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.