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Alexis-Rae R. Sharma, CFP®

CA Insurance License #: 0E22250

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Alexis-Rae Sharma is a CERTIFIED FINANCIAL PLANNER™ practitioner and CFO of Assembly Pointe Financial.  

Originally from the beautiful Adirondack region of New York, Alexis moved to California in 2003.

Alexis is a dedicated wife and mother.  She and her husband, Rischi, live in South Orange County, CA. with their three children. 

As a family, they enjoy spending time on the family farm in Indiana.  Alexis is also an avid golfer and Yoga enthusiast.

Professionally, Alexis has an extensive background in 401(k) and 403(b) Qualified Pension Plans and Asset Management.

Awards

  • Orange Coast Magazine Five-Star Wealth Manager Award: 2013, 2014, 2015, 2016, 2017 & 2018*.

Certifications/Designations/Education

  • Certified Financial Planner™ Professional
  • State University of New York, College at Geneseo
  • Universite de Montpellier, Paul Valery III
  • Universidad Complutense de Madrid
  • Universite de Bourgogne

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2018 Five Star Wealth Managers.


 
Contact Alexis-Rae Sharma *
Contact Alexis-Rae Sharma