About Us
Financial Planning and investment management
Rep/Contact Info
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For over 20 years, Sharon L Herman AAMS, ADPA has offered investment management and planning advice. If you need an experienced and friendly financial advisor, contact us for a complimentary consultation. We're happy to chat!
Awards:
2025 Executive Level Award – Independent Advisor Alliance
2024 Tampa Bay Business Journal Book of Lists – Top LGBT owned Business in Tampa Bay
2016 Business Person of the Year – Tampa Bay LGBT Chamber
2016 Voices of Pride Award Tampa Bay Business Journal
2014- Tampa Bay Business Woman of the Year finalist – Tampa Bay Business Journal
Sharon Herman
CEO/Financial Advisor