Vivek Sharma
तद्विद्धि प्रणिपातेन परिप्रश्नेन सेवया |That is realized through Humility, Curiosity, and Service
- Role
- Senior Financial Advisor at Gwynedd Wealth Partners
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Vivek Sharma
Hello,I like to connect with people who are ambitious, curious, social, or passionate. I believe ambition defines our humility, curiosity delays our assumptions, social connections delineate our self-interest, and passion drives us forward.My ultimate goal is realized growth. My process entails investing in your tomorrow. My pursuit begins with understanding.1. Realized Growth:When our ultimate goal is realized growth, we must have a clear understanding of a) what we value the most, b) what we desire to grow, and c) what resources are available for us to invest.2. Invest in Your Tomorrow:I am determined to help you guide to the future you visualize and invest what you can to materialize it. The success is best achieved by clearly outlining the duration, depth, scope, and conviction behind your vision.3. ActThe first steps we take often sets up our trajectory. Who we choose to listen, collaborate, and work with matters. To apply the first principle of “First Who, then What”, I begin by knowing and understanding your strengths, challenges, values, requirements, dreams, and beliefs. All other actions are secondary and optional.While I may not always be available, a direct phone call to 1-84-GWP-VIVEK works. I am always open to connect and the best way to schedule time is on https://calendly.com/viveksharma.If you are not interested, thats ok. Please take a moment to let your best friend know how much you appreciate him or her.
Experience
Senior Financial Advisor
Jan 2014 — Present
At Gwynedd Wealth Partners, I am committed to providing top-notch investment management and financial planning advice to individuals, families and small-businesses. I specialize working with pharmaceutical executives and healthcare professionals.As a fee only, independent advisor, we provide an unbiased perspective and help create a financial plan with only your best interest in mind.
Education
Texas A&M University
Post-Doc./Research Scientist, Biochemistry and Biophysics
1996 — 1999
Indian Institute of Science (IISc)
Ph.D., Molecular Biophysics
1990 — 1996
Panjab University
B.Sc. Honors, Biophysics
1985 — 1988
Jawaharlal Nehru University
M.Sc., Biotechnology
1988 — 1990
Skills
- Pharmaceutical Industry
- Equity Research Analysis
- Finance
- Financial Modeling
- Investment Advisory
- Strategic Financial Planning
- Emerging Markets
- Management
- Wealth Management
- Financial Planning
- Biotechnology Industry
- Financial Analysis
- Investment Management
- Project Management
- Investments
- Portfolio Management
- Strategy
- Due Diligence
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