Our Services
Comprehensive financial solutions designed around your unique goals and aspirations
Life & Retirement Planning
Comprehensive protection and retirement strategies that grow with your family's needs and financial goals.
- Term & Whole Life Insurance
- Indexed Universal Life
- Bank on Yourself Policies
- Retirement Planning
College Financial Planning
Strategic education funding that maximizes savings while minimizing financial aid impact.
- Financial Aid Optimization
Wealth Management
Personalized investment strategies designed to build and preserve generational wealth.
- Portfolio Management
- Estate Planning
- Tax Optimization
NIL Consulting for Student-Athletes
Specialized guidance for student-athletes maximizing Name, Image, and Likeness opportunities.
- Brand Development
- Financial Literacy
- Business Formation
Transcript Evaluation
Automated academic transcript evaluations for student-athletes with A-G course requirement checks.
- UC Admissions Requirements
- Actionable Feedback
- Quick Turnaround
Sharkey Financial
With over two decades of experience in financial services, Sharkey Financial brings professional expertise and personalized attention to every client relationship. Our commitment to your financial success goes beyond traditional advisory services.
Client Success
Real stories from families we've helped achieve financial success
"Sharkey Financial's college planning strategy saved us over $40,000 in education costs. Their expertise made our daughter's dreams affordable."
Sarah Johnson
Parent & Educator
"The wealth management approach has transformed our financial outlook. We're now on track for early retirement."
Mike Rodriguez
Business Owner
"The NIL consulting opened doors I never knew existed. My brand value has increased 300% in just six months."
Jessica Chen
Student-Athlete