Sterling Wealth Management
301 N. Neil Street, Suite 203
Champaign, IL 61820
Telephone: (217) 398-1900
Toll free: (855) 398-1900
sharon@sterlingwealthmanagement.com
www.sterlingwealthmanagement.com
SHARON ALLEN, CFP®, CTFA
Sharon Allen, with nearly three decades of experience personally helping affluent families and individuals, is the Co-Founder and CEO of Sterling Wealth Management, a private wealth management firm designed to help clients change their world. Through her collaborative approach, Sharon is a coach and personal Chief Financial Officer for her clients, coordinating the investment and planning work done by her firm and the initiatives of her clients’ broad team of professionals. Sterling Wealth Management specializes in helping families and individuals prosper through life’s transitions.
She has a particular interest in the challenges facing families, first-generation wealth builders, and women of influence. Sharon has collaborated on several national research projects on women and their advisors and is co-author of Caught in the Middle: How Does the Sandwich Generation Woman Not Get Squeezed?. She is an active member of the nationally recognized wealth management study group, Family Wealth Advisors Council, which is a collective of business owners in the Financial Services space who are like thought leaders with regard to firm and client management.
She was named the recipient of the 2020 Athena Award which honors individuals who assist women in reaching their full leadership potential.
Sharon has also made a commitment to be a positive voice within the financial services industry and for the next generation of financial advisors. She is an adjunct instructor at the University of Illinois in the Financial Planning program teaching Estate Planning, Advanced Financial Planning, and the Capstone Case Studies in Financial Planning courses.
A graduate of the University of Illinois at Urbana-Champaign with a degree in Finance from the Gies College of Business, Sharon is also a Certified Financial Planner (CFP®) professional, and a Certified Trust and Fiduciary Advisor© (CTFA). She is an advocate for generosity, community, and volunteerism, continually finding ways to help people live their best lives.
Outside of her professional endeavors, Sharon enjoys spending time with her husband and two sons doing whatever brings them together as a family, staying active in the gym, reading, floral arranging and investing in her beautiful friendships.