Broker Check

Professional Experience

Richard Sharpe

Financial Advisor

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  • 14+ years as Financial Advisor

  • Bachelor’s degree in business from Florida State University

  • FINRA Registrations 6, 63, 65

  • Florida Insurance License

About Me

I was born in Tampa and currently live in Land O Lakes. I obtained my Bachelor's degree from Florida State University. I am married and have two daughters. One is currently finishing up high school, and the other is studying at the University of Virginia. In my free time, I enjoy coaching girls high school soccer, running, and playing golf.

Are we a good fit?

While I enjoy helping all my clients achieve their financial goals, I believe I excel at helping a few specific types of clients.

1. Young families that are just learning about investing.

2. Families that have been putting off planning for their future and are behind.

3. Clients that are close to retirement but aren’t sure of the next steps.

4. Teachers in and out of the FRS system.

My Process

Introductory call: Discuss if we would be a good match.

Initial meeting: We will discuss financial goals, risk tolerance, investment preferences, current financial situation, and other relevant details.

Proposal: Based on the information gathered during the discovery meeting, we will create a tailored financial plan and investment proposal for the client.

Monitoring and Adjustments: Adjustments to the investment strategy may be made based on changing market conditions or the client's circumstances.

Next Steps

If you feel that we could be a good match and wish to explore the opportunity further please reach out an set up an introductory call.

Have a Question?

Thank you!