Sharon Wei

Background

About Sharon Wei

Sharon joined Merrill with experience in tax compliance, tax planning, financial coaching, management consulting and business ownership. In tax compliance and tax planning Sharon helped clients minimize their present and future tax obligations. In financial coaching, Sharon was a certified Ramsey Master Financial Coach, helped clients with cash flow management, budgeting, debt reduction and elimination. In management consulting, Sharon designed and implemented processes that maximized operational efficiency. When her first child was born, Sharon's decision to put her children first coupled with her entrepreneurial spirit led her to start her own business, where she managed responsibilities from product development, marketing, sales, hiring, training, to payroll, accounting, inventory management, vendor negotiation… and grew her business from an idea to putting her products in nearly 500 retail stores in 35 states while raising two kids. These experiences translate to the knowledge, depths, insights and discernment that are the very edge and differentiation that distinguish Sharon and her wealth management practice. The focus of Sharon's practice is business owners in all stages, with majority being in business for 10 plus years, or within 5 years of a transition. Sharon serves her clients in all aspects of financial, investment, wealth building needs, both personal and business. Sharon has a unique approach "Simplify to Multiply", provides a roadmap helping business owners grow with the end in mind, maximize wealth potential while simplifying their life. The following is a list of industries with most experience: • Real estate • Medical practices • Wholesale and retail trade • 1099 sales reps • Restaurants • Personal services: spa, salon • Home and building related services: landscaping, painting, remodeling. • Arts and entertainment • Non-profit organizations • Professional services: legal, financial, engineering, environmental, information technology, management consulting, coaching, counseling, marketing services Sharon holds FINRA Series 7 and Series 66 registrations and her life insurance license. Sharon also holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Exit Planning Advisor designation, and received a Master of Business Administration from Bowling Green State University.