Sharon Allen is the founder and President of Sterling Wealth Management, Inc. She has been intimately involved in all levels of managing the financial lives of affluent families and individuals since 1993. Sharon is a “personal chief financial officer” for her clients, specializing in helping them prosper through life’s transitions.
Sharon’s objective is to provide her clients with trustworthy high quality financial advice that nurtures their total wealth, encompassing, but not limited to: investment consulting, estate planning, tax and insurance planning, development of philanthropic initiatives, and management of their team of professional advisors.
As a guest lecturer at the University of Illinois on various financial planning, investing and business topics, Sharon has shared her insights with both graduate and undergraduate students. She has been quoted throughout the financial press, as well as a featured advisor in financial publications.
Sharon is a graduate of the University of Illinois at Urbana-Champaign with a degree in Finance. She is a Certified Financial Planner (CFP®) professional and a Certified Trust and Financial Advisor© (CTFA).
She is actively involved with many local organizations, including serving on non-profit boards and committees throughout the community of Urbana-Champaign.