SharMarc Financial Advisors

SharMarc Financial Advisors, Inc. is a San Diego-based financial advisory firm that offers a wide range of services including insurance, investing, retirement planning, estate planning, and wealth preservation strategies. With a mission to help individuals take a proactive approach to their personal financial situation, SharMarc Financial Advisors aims to educate clients about the basic concepts of financial planning and provide them with access to market performance and data.

Registered Representatives Sharon Peterson and Marcus Hennen, along with a team of skilled professionals, work with clients to understand their financial goals and develop tailored strategies to pursue them. As a Registered Investment Advisor, SharMarc Financial Advisors operates as a separate entity from LPL Financial, a Registered Investment Advisor that provides securities and investment advice. Committed to providing quality financial guidance, SharMarc Financial Advisors serves residents of San Diego and is dedicated to helping clients achieve their financial objectives.

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