With over 12 years of experience, Shars commitment to Financial Planning is evident in his passion for delivering high level personal service and customized client solutions. Prior to joining Premier Planning Group in April of 2016, Shar spent nearly four years in public service, working to enforce and uphold the standards for the CFP Board, a non-profit organization headquartered in Washington D.C. that acts in the public interest by fostering the highest professional standards in personal financial planning.
Shar helps individual clients and small business owners achieve their financial goals. Whether those goals involve investment management, insurance planning, retirement income, education funding, debt management or estate planning, Shars expertise as a CERTIFIED FINANCIAL PLANNER* makes him uniquely qualified to help clients navigate all of lifes financial decisions. Shar is also a highly regarded leader for the financial planning profession, serving as an Ethics instructor for continuing education courses offered to CFP® professionals all across the country.
Shar grew up in Annapolis and is a University of Maryland alumnus with a degree in Economics. Shar and his wife, Donna, returned to Annapolis a few years ago to raise their two young kids, Eilah and Donnie. Shar is actively involved in his local community, serving as a volunteer officer for the Annapolis Toastmasters club and as a speech coach for local youth groups. Shar loves to spend time in the great outdoors, regularly taking the family hiking, mountain biking or hitting the slopes in the winter.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.