As the Chief Operating Officer, Anju Sharma oversees all operations and compliance, including but not limited to information security, human resources, accounting and new business. She started working for International Planning Alliance LLC in 2010 as a Financial Specialist, something she still enjoys doing for her clients. Wearing multiple hats has given her unique insights and a well-rounded perspective into the workings of the agency business. Anju’s approach is to resolve problems and have procedures that make doing the right thing a habit, not just a choice.
Before joining IPA, Anju worked for Prudential Financial as a financial advisor and before that, for a commercial bank in various departments including forex and planning. She studied science and management before getting her CFA charter and enjoys learning new things. She lives in NJ with her family, and loves nature, cooking, travelling and watching amazing sunsets, stars and the moon!
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.