Coming from a large family, Sharon Nassir has learned the importance of calmness and patience, understanding and sharing ideas. She considers her clients as extended family, getting to know their personalities and goals so that she can connect with them more deeply. In this way, she can provide meaningful education, advice and coaching to support them in making sound and lasting financial decisions.

Sharon has more than 30 years of industry experience and specializes in wealth management, financial planning, behavioral coaching and investments. She also has a focused interest in financial literacy, especially for women and children. As Chief Operating Officer, Sharon advises clients as well as oversees the firm’s growth development, marketing, day-to-day operations, product development, AI and real estate.

Before cofounding AIRE, Sharon served as Vice President and Wealth Management Advisor for Merrill Lynch. Earlier she was a Vice President and Financial Advisor at StockCross and a Financial Advisor with TD Ameritrade.

Sharon graduated with a BBA from Hofstra University. She holds the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) certification, the Accredited Wealth Management AdvisorSM (AWMA®) designation and the Certified Plan Fiduciary Advisor (CPFA) designation. She also has the Life Agent California State license.

Active in her community, Sharon is involved with a number of chapters of the Jewish Federation. She helps support the Women’s Young Leaders Committee as well as the Iranian American Jewish Federation, which helps local families in need by providing support for housing, healthcare and job placement. She and her husband, Sean, along with their three children, also volunteer at the Friendship Circle, helping Jewish children with special needs through a full range of social, recreational, educational and Judaic experiences.

She is fluent in English and Persian. Sharon grew up in Great Neck, New York, and has been living in Los Angeles since 1991 with her husband, Sean, and their children, Megan, Rena and Jonah. Her hobbies include traveling, reading, walking and yoga. She has a deep love of dogs.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S. Accredited Wealth Management AdvisorSM and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

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