Broker Check
Andrew Sharp, CFP®, CIMA®

Andrew Sharp, CFP®, CIMA®

Financial Planner and Investment Adviser Representative

Andy joined founding partners Mary Gillespie, Jerry Hill and Dennis Long in 2016 to expand the range and depth of services provided by HLG Wealth Management to deliver more personalized, objective financial guidance to clients.  He brings over 13 years of financial services experience and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a CERTIFIED INVESTMENT MANAGEMENT ANALYST®

Prior to joining HLG Wealth Management, Andy was a VP-Financial Consultant at Charles Schwab and Co., Inc. in Houston, Texas.

Andy earned his Bachelor of Arts degree from the University of Notre Dame and his MBA from Houston Baptist University. He holds the Series 4, 7 and 24 registrations with LPL Financial, and holds the Series 66 registration with both LPL Financial and Level Four® Advisory Services.

Andy is a member of the CFA Society-Houston and Investment Management Consultants Association (IMCA).

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™,  and   in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.