Co-Founder and Wealth Advisor
Sharon Consoli began her career as a Clinical Laboratory Scientist and completed a Master’s Degree in Medical Technology with the goal of being an owner/director of her own lab. It was in her Master’s program she learned many of the principles used in building a solid financial future. She trusted her Financial Advisor and CPA asking them to help her put a plan in place so that she could secure her financial future. Unfortunately her professionals failed her. Now in her 7th career as a Wealth Coach and Financial Advisor, she is helping others put a comprehensive and holistic plan in place through financial literacy and personal coaching. The background and education she has gleaned from careers in Human Resources, Conflict Resolution and Mediation, owning her own executive search firm and interfacing with law and tax professionals enables her to bring a wealth of knowledge and resources to her clients. Whether they are wealthy or just starting out, from individuals, to families, to small business owners, each one receives personalized service and a customized plan that helps them meet their goals and dreams wherever they are in their time horizon of life.
Sharon is a Registered Representative and Investment Advisor Representative. She holds FINRA Series 6, 63, and 65 securities registrations with First Heartland® Capital and First Heartland® Consultants (CA Insurance Lic. #0K09013). She also holds a Variable Annuity Contracts License through the California Department of Insurance and a non-resident Insurance License in three other states.
She earned her Bachelor’s Degree in Biological Sciences from UCSB, her Master’s Degree from CSU Dominguez Hills; she also holds her Senior Professional in Human Resources (SPHR) Certification as well as a Certificate in Conflict Resolution and Mediation.
Sharon resides in Westlake Village with her Wheaten Terrier Boomer. Serving others, music, dancing and snow skiing are her passions.