Advisor at Crown Point Wealth Advisors
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Firm
Crown Point Wealth Advisors
Location
Hood River, OR 97031
Credentials
Series 65
Industry experience
2 years
Sharon Pack is a financial advisor at Crown Point Wealth Advisors in Hood River, OR, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Edward Jones and positions in the vineyard and winery sectors. Crown Point Wealth Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm customizes portfolios using various asset allocation and analytical methods, provides fiduciary oversight, and offers ERISA 3(38) investment manager services.
Based on Crown Point Wealth Advisors
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Fee-only: Financial planning and consulting services are complimentary for clients with investment management services.
1313 Belmont Ave.
Hood River, OR 97031
Oregon
CPWA, LLC
2023 - Present (3 years)
CPWA, LLC
2022 - 2023 (1 year)
Edward Jones
2021 - 2022 (1 year)
Marchesi Vineyard
2021 - 2021 (1 year)
Cathedral Ridge Winery
2020 - 2021 (1 year)
Unemployed
2019 - 2020 (1 year)
Alison Palmer Physical Therapy
2014 - 2019 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
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Trimaran Capital
Series 65
Hood River, OR
Viento Financial Group, LLC
CFP®, Series 66
Hood River, OR
Crown Point Wealth Advisors
CFP®, Series 63, Series 66
Hood River, OR
Nest Financial Planning, LLC
Series 66
Hood River, OR
Crown Point Wealth Advisors
CFP®
Hood River, OR
Viento Financial Group, LLC
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