SharMarc Financial Advisors, Inc.

Sharon Peterson is a financial advisor at SharMarc Financial Advisors, Inc. with 43 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. She has worked at SharMarc Financial Advisors since 2006 and has also been affiliated with LPL Financial since 1998. SharMarc Financial Advisors serves individual clients as well as pension plans, businesses, trusts, and charitable organizations by providing comprehensive financial planning and advice across investments, retirement, insurance, tax, and college funding. The firm emphasizes planning and advisory engagements with a long-term investment approach and does not offer ongoing portfolio management or use percentage-of-assets-under-management fees.

Marcus Hennen is a CFP® professional with 28 years of experience in the financial services industry. He has been affiliated with LPL Financial since 1998 and has operated SharMarc Financial Advisors, Inc., an independent registered investment advisory firm, since 2006. He is based in San Diego, CA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.