Sharon Goodwein, QKA, CPFA

Retirement Plan Consultant

Sharon has worked in the retirement and financial planning industry for 29 years. She specializes in plan conversions and client onboarding for retirement plan sponsors, ensuring seamless transitions for new and existing plans. Her experience as a former Administrator gives her the perfect background for this important role. This includes the setup of new plans and the takeover of existing plans. During the initial phase of a new client relationship, Sharon provides education and consulting on plan design and administrative features.
Originally from Southern California, Sharon is a big LA Kings and Dodgers fan. She’s a certified SCUBA diver and an item on her bucket list it to cage dive off Guadalupe Island to get face-to-face with great white sharks.