Dave Sharpe

About Dave Sharpe

Dave exercises his deep analytical abilities to develop solutions that can be measured and monitored. He spends his days evaluating the needs of his clients and developing strategies designed to help them achieve their goals with his unique background in business retirement plans as well as retirement income strategies, general financial and estate planning, investments, saving for education, and investments and portfolio management.Dave joined Savvy Wealth in 2025 as a Wealth Manager after working in the industry at Goldstein Advisors, Merrill Lynch and A.G. Edwards. Prior to his career in the financial services industry, Dave worked as a commercial pilot and still holds his pilot’s license. Later he attended UCLA’s Anderson School of Management with an emphasis on business retirement plans. Dave has since gone on to attain multiple accreditations and certifications through the College for Financial Planning, demonstrating his commitment to providing the best advice possible.There is nothing Dave enjoys more than spending time with his family, including his wife, four children, and eight grandchildren. George, a Cockapoo, and Norman, a Goldendoodle, complete the family. Dave’s favorite hobbies include boating, golfing, cooking, and wine.Dave and his wife Lisa are also deeply passionate about music education for children. They started Rock Central, a non-profit community music school, in 2011. Dave continues to serve on the board of directors for the organization.AREAS OF FOCUSRetirement Plans (Individual & Business)Asset and Wealth ManagementLong-Term Care StrategiesIndividual, Family and Business Owner Financial PlanningPROFESSIONAL DESIGNATIONS & ASSOCIATIONSChartered Retirement Planning Counselor (CRPC®)Accredited Portfolio Management Advisor (APMA®)Certified 401(k) Professional (C(k)P®)Chartered Retirement Plan Specialist (CRPS®)Accredited Asset Management Specialist (AAMS®)Chartered Long-Term Care Specialist (CLTC®)Certified Plan Fiduciary Advisor (CPFA®)Member, Financial Planning Association (FPA)Member, National Association of Plan Advisors (NAPA)Member, American Retirement Association (ARA)Dave Sharpe is an investment advisor representative registered with Savvy Advisors, Inc.(“Savvy”). All investment advisory services offered by Dave Sharpe are offered through Savvy. Sharpe Wealth is an independent marketing brand name used by Dave Sharpe for advertising and marketing purposes only. Sharpe Wealth and Savvy are not related or affiliated. For more information about Savvy, please visit our website at savvywealth.com

Experience

1. Wealth Manager

   Savvy Wealth

   Apr 2025 — Present · Lake Geneva, WI, US

Skills

• Leadership
• Risk Management
• Business Strategy
• Strategic Planning
• Insurance Broker/Agent
• Strategic Partnerships
• Small Business Planning
• Business Planning
• Education Planning
• Employee Benefits
• Protection Planning