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Anju Sharma, CFA

Anju Sharma, CFA

Chief Operating Officer

As Chief Operating Officer, Anju oversees Operations and Compliance, including but not limited to Information Security, Human Resources, Accounting and New Business. In 2010, she joined the team as a Financial Specialist and happily maintains her client relationships. Wearing multiple hats has given her unique insights and a well-rounded perspective into the workings of Agency Business. Anju’s approach is to resolve problems by implementing processes that make doing the right thing a habit, not just a choice.

Before joining IPA, Anju worked for Prudential Financial as a Financial Advisor. Prior to her time at Prudential, she worked for a commercial bank in various departments including Forex and Planning. She studied Science and Management before getting her CFA charter. 

Anju loves nature, cooking, travel, stargazing, and watching amazing sunsets. She lives in NJ with her family. 

Series 6, 7, 24, 63 & 65, Life and Health licensed, CFA charter 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0L26332.