Louise Sharp, AIF®, CLTC
Louise Sharp has been in the financial services industry since 1992. She focuses on areas of retirement and estate planning and retirement income planning. She graduated from the University of Vermont with a BA in mathematics and holds FINRA registrations 6, 7, 63, and 66 as an Investment Advisor Representative of Commonwealth Financial Network®. She also holds a life and health insurance license.
- Five Star Wealth Manager 2012, 2013, 2014, 2015, 2016, 2017, 2018, and 2019
- Women’s Choice Award 2014-2015, 2016-2017, and 2018-2019
Louise lives with her family in Swampscott, Massachusetts.
Five Star Award: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,619 Boston area wealth managers were considered for the award; 566 (approximately 16 percent of candidates) were named 2019 Five Star Wealth Managers. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
The Women's Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women's Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women's Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women's Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. Women's Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women's Choice Award, 145 were named Women's Choice Award Financial Advisors/Firms. The criteria provided reflects the most recent year for which Financial Advisors/Firms received the award. The criteria used, the number of Financial Advisors/Firms considered for the award, and the number of those who receive the award, may vary from year to year. For more information, please visit http://www.womenschoiceaward.com/.