Professional Financial Planning
Your trusted partner in comprehensive financial planning, specializing in college planning and NIL consulting for student-athletes
Sharkey Financial
With over two decades of experience in financial services, Sharkey Financial has established itself as a trusted financial planning firm serving families throughout the Inland Empire. We specialize in holistic financial planning with particular expertise in college financial planning and NIL consulting for student-athletes.
Our firm manages $5 million in assets under management and focuses on comprehensive financial strategies that address all aspects of our clients' financial lives. From college planning to retirement strategies, we provide professional guidance tailored to each family's unique circumstances.
Licensed in California (License #0E39167), we are committed to providing transparent, professional financial planning services that help families achieve their long-term financial goals.
Our Track Record
Numbers that reflect our commitment to client success
Our Mission
To provide comprehensive, professional financial planning services that empower families to achieve their educational and financial goals. We specialize in college financial planning and offer unique expertise in NIL consulting for student-athletes, helping families navigate complex financial decisions with confidence.
Our Approach
The principles that guide our financial planning services
Professional Excellence
We maintain the highest professional standards in all our financial planning services and client relationships.
Holistic Approach
Our comprehensive financial planning addresses all aspects of your financial life, from college planning to retirement.
Specialized Expertise
We offer unique expertise in NIL consulting for student-athletes and college financial planning strategies.
Client-Centered Service
Every financial plan is tailored to your specific circumstances, goals, and family situation.