Sharon Bloodworth (CFP®)
Sharon Bloodworth focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
Planning Specialties
Our Services
White Oaks Wealth Advisors provides the following services on a fee-only basis.
Additional Information
Reasons to choose us:
1. Over 100 years of combined team experience helping clients improve their lives financially.
2. Comprehensive offering of services including private banking, investments, planning and risk management.
3. Nationally respected as evidenced by numerous awards and recognition.
4. Investment strategies designed with the high net worth investor in mind.
5. Fifteen years of audited investment performance by an independent accounting firm.
6. Experienced team consisting of two CERTIFIED FINANCIAL PLANNER™(CFP®) professionals, a Chartered Financial Analyst® (CFA®),a CPA, CIPM® (Certificate in Investment Performance Measurement) and a Certified Senior Advisor (CSA)®.
7. Our entire team works on your situation for 360 degree solution development.
8. Independent, private company with no quotas or earnings pressure driving decisions.
9. 100% Fee-Only compensation. No third party compensation to slant recommendations.
10. Acting as a fiduciary, in your interest, ALL THE TIME!
NAPFA Start Date
February 11, 2014