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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 received her Series 65 license and has successfully completed the educational and examination requirements to become a Certified Financial Planner (CFP®). Elena enjoys cooking, reading, traveling and spending time with her family and friends.Back
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!