Sharon J. Lear
GUIDEWAY FINANCIAL
Austin, TX 78746
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CRD#: 6223622
Professional summary
Sharon Joan Lear, CFP®, who also goes by Sharon Joan Osborne, is a registered financial advisor currently at GUIDEWAY FINANCIAL, LLC located in Austin, Texas.
Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Sharon has worked at 1 firm and has passed the Series 65 exam.
Biography
About Sharon
Sharon Lear owns and operates Guideway Financial along with her husband, Jim. She is a CERTIFIED FINANCIAL PLANNING™ professional (CFP®), and she holds an MBA from the McCombs School of Business at the University of Texas at Austin. She graduated Summa Cum Laude with a B.S. in Industrial Engineering from Texas A&M University.
Prior to establishing Guideway Financial, Sharon led a successful marketing career in the semiconductor industry for 15 years. In the mid-2000s, Sharon joined Jim in exploring financial software methodologies for asset allocation and retirement strategy. She was inspired to become a comprehensive financial advisor in order to integrate an essential suite of financial services with retirement planning. She and Jim work together at Guideway, where he serves as chief investments manager.
Sharon is part of the Alliance of Comprehensive Planners™, a national association of fee-only financial advisors who practice a holistic approach. She is also a member of NAPFA and the Financial Planning Association®, and served on the Board of Directors of her local chapter for two years.
Austin, Texas is Sharon’s home base along with her husband Jim, teenage daughter, and college-student son (when he is home!). She is originally from Longview, and North East Texas and San Antonio are also focus locations of Guideway. Her interests outside of work include jogging, time with friends and family, home improvement, and volunteer work. Sharon has served on the Board of her neighborhood association, and she is currently a Board member of the Texas A&M Aggie Moms Club.
Question & Answer
What are your service offerings?
Retirement Planning
Education Planning
Social Security Planning
Comprehensive Financial Planni...
Tax Planning
Estate Planning
Insurance Planning
Budgeting
Employee and Employer Plan Ben...
Investment Planning
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Investment Advice without Ongo...
Middle Income Client Needs
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Sharon Joan Osborne
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INSURANCE AGENT- INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION(S), INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 0% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS SINCE AGENT DOES NOT SELL INSURANCE PRODUCTS; PROVIDES ADVICE ON VARIOUS INSURANCE PRODUCTS
CRS (Client Relationship Summary) - RIA
Click below to view Sharon Joan Lear's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
September 11, 2013 - Present
GUIDEWAY FINANCIAL, LLC
Office #1: 3345 Bee Cave Rd. Suite 104, Austin, TX 78746RIA
CRD#: 168317
Austin, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(9/11/2013)
Current Firm
GUIDEWAY FINANCIAL, LLC
GUIDEWAY FINANCIAL, LLC | LEAR, SHARON JOAN
CRD#: 168317 / SEC#:
Texas
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Contact information
Main Address
Austin, TX
Mailing Address
3122 Nealey Way Suite 311, Longview, TX 75605
Phone number
(512) 487-7762
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 201 |
| AUM (Assets Under Management) | $ 56,142,489 |
Red Flags
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