Rischi Sharma Email & Phone Number
Managing Principal and CEO
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Rischi Sharma Location
- United States
Rischi Sharma Work
- Managing Principal and CEO @ Assembly Pointe Financial (March 2006 - Present)
- Founder @ WWW.FASVAS.COM (October 2004 - Present)
Rischi Sharma Education
- College for Financial Planning
CFP(r)
2003-2012 - The American College
LUTCF
2002-2005 - Wabash College
AB (French & Political Science)
1991-1995
Rischi Sharma Skills
- Leadership
- Financial Advisory
- Series 63
- Fixed Annuities
- Pensions
- Insurance
- Retirement Planning
- Sales
- IRAs
- Investments
- Healthcare
- Series 6
- 401k
- Investment Advisory
- Asset Allocation
- Financial Services
- Asset Managment
- Wealth Management
- Life Insurance
- Mutual Funds
- Microsoft Office
- Entrepreneurship
- Deferred Compensation
- Long Term Care
- Defined Benefit
- Disability Insurance
- Small Business
- Business Strategy
- Term Life Insurance
- Health Insurance
- Retirement
- Series 7
- Employee Benefits
Rischi Sharma Summary
- Rischi Sharma, based in United States, is currently a Managing Principal and CEO at Assembly Pointe Financial. Rischi Sharma brings experience from previous roles at WWW.FASVAS.COM. Rischi Sharma holds a 2003 - 2012 CFP(r) @ College for Financial Planning. With a robust skill set that includes Leadership, Financial Advisory, Series 63, Fixed Annuities, Pensions and more.
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