Shar Gogerdchi, CFP®
Wealth Advisor at Leading Edge Wealth Advisors LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Annapolis, Maryland, United States, US
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Experience
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Leading Edge Wealth Advisors LLC
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor
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Mar 2019 - Present
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Premier Planning Group
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor & Partner
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Apr 2016 - Feb 2019
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Blue Ocean Global Wealth
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United States
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Financial Services
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1 - 100 Employee
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Director, Institutional Education Group
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Jan 2016 - Feb 2017
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CFP Board
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United States
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Non-profit Organizations
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100 - 200 Employee
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Continuing Education & Experience Manager
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Oct 2013 - Jan 2016
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Experience Analyst
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Jun 2012 - Oct 2013
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Founder
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Nov 2010 - Sep 2015
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National Brokerage Associates
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Canada
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Manufacturing
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1 - 100 Employee
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Annuity Marketing & Sales Director
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Jan 2009 - Jun 2012
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Morgan Stanley Smith Barney
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United States
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Registered Representative
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Mar 2006 - Mar 2009
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Legg Mason
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United States
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Annuity Sales Liaison
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Mar 2004 - Mar 2006
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Education
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University of Maryland
B.A., Economics
Community
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