Allen Addresses Advisers on Working with Breadwinner Women
This May Sharon Allen spoke at the national Financial Advisor Invest in Women conference in Dallas, Texas. She facilitated a panel of experts as well as shared her own expertise regarding the concerns and needs of Breadwinner Women in our society. Drawing from the national research from the Family Wealth Advisor’s Council, of which Sharon is a member, she focused on the resulting data highlighting the challenges and opportunities financial advisors need to be aware of when serving women investors. “I was honored to be asked to be a part of the conversation around this very important topic,” says Allen. “Despite a growing awareness of differences in the needs of women, our research shows that the financial services industry still needs to do a much better job in truly partnering with women investors.”
Sharon Allen, CFP(R), CTFA is the Co-Founder and President of Sterling Wealth Management, a fee-only wealth management firm. She has an exceptionally collaborative approach in working with her clients, and has a particular interest in the challenges facing women of wealth. Sharon has co-authored a paper on the Sandwich Generation Woman titled Caught In the Middle: How Does the Sandwich Generation Woman Not Get Squeezed?.
