Sharon Rich (BA, Ed.D., MAT)

Sharon Rich focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Middle Income Client Needs
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

 

WOMONEY, established in 1984, specializes in the financial needs of women and families. Sharon Rich has a Diploma in Financial Planning from Boston University and an Educational Doctorate from Harvard University, focusing on women's psychological development. Having co-authored The Challenges of Wealth -- Mastering the Personal and Financial Conflicts (Dow Jones Irwin) with Amy Domini and Dennis Pearne, Sharon works with some clients who have inherited wealth and some who are interested in socially responsible investing. She is a founding member of PridePlanners, an organization focusing on financial planners with gay, lesbian, and nontraditional clients. Worth Magazine has twice named her as one of America's top financial advisors and she has written for The Boston Globe's Money Makeover series.

 

Additional Information

 Sharon maintains a resource page with a wide variety of links about financial planning at her web site, womoney.com.

NAPFA Start Date

June 28, 1991

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This Office

76 Townsend Rd Belmont, MA 02478-3435 Phone: (617) 489-3601 Fax: (617) 489-2666