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Anju  Sharma, CFA®

Anju Sharma, CFA®

Chief Operating Officer

Anju Sharma is the Chief Operating Officer of Planning Alliance and a member of its Board of Directors. She oversees the firm’s operations including human resources, marketing, accounting, new business, and brokerage as well as compliance and information security.

Anju joined the firm in 2010 as a Financial Specialist and enjoys her client relationships. She believes that strong operational support forms the backbone of a successful business. Her approach is to use technology to streamline business processes and implement permanent solutions. Prior to Planning Alliance, Anju worked at State Bank of India in the planning and forex departments and then at Prudential Financial as a Financial Advisor.

Anju is a CFA charter holder from the CFA Institute, USA. She received her Bachelor of Science and Master of Business Administration with a specialization in Market Research from University of Allahabad, India. She holds her Series 6, 7, 24, 63, 65, Life and Health licenses.

Anju loves spending time in nature, cooking, traveling, stargazing, and photographing sunsets. She lives in New Jersey with her husband and two wonderful daughters.

Registered Principal of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Boulevard, Suite 280, Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance #0L26332