Sharda Ryan - Financial Advisor

Sharda Ryan - Financial Advisor Financial Advisor to women and their families

Hey ladies, here’s a surprising fact...Women often spend more on healthcare as they age, especially when they outlive th...
09/01/2026

Hey ladies, here’s a surprising fact...

Women often spend more on healthcare as they age, especially when they outlive their partners. Fidelity Investments found that women spend about 18 percent more in retirement. Planning ahead can help you stay prepared and confident as your needs change over time.

If you want to understand how healthcare fits into your long‑term plan, I am here to help you get started!

08/31/2026

Enjoyed the beautiful weather and celebration for Closter Park opening this weekend. Rotarians make it happen! 💙💪🏻🌳

Hey, have you taken a look at your financial goals lately? Sometimes the ideas you already have just need a little guida...
08/31/2026

Hey, have you taken a look at your financial goals lately?

Sometimes the ideas you already have just need a little guidance to grow. A financial advisor can help you expand those goals, get clear on your priorities, and turn your plans into something you feel confident about. Your future deserves attention, and you deserve support while building it.

If you are ready to explore what your goals could become, let’s talk. Your future deserves attention!

08/28/2026

In my interview with Patty Farmer, I shared something that guides the way I work with every client.

Many advisors focus only on the numbers, but I focus on the person behind them. Women are often part of an underserved market in the financial industry, and their needs, concerns, and life experiences are not always understood.

I choose to work with women because I empathize with their journey and the responsibilities they carry.

Women deserve financial guidance that listens, supports, and truly sees them. My goal is to create a space where women feel heard and confident as they build their financial future.

Many women feel overlooked in financial conversations, and the data backs it up. A study from New York Life Investments ...
08/27/2026

Many women feel overlooked in financial conversations, and the data backs it up. A study from New York Life Investments found that women often feel their advisors are not paying attention to their financial concerns.

Half of the women surveyed said their advisor struggles to connect with them on a personal level.

Women deserve financial guidance that feels personal, respectful, and aligned with their goals. My work is centered on creating a space where women feel heard, supported, and understood.

If you have ever felt ignored or dismissed in a financial conversation, you are not alone. I am here to help you build a plan that truly fits you.

A portfolio review can help you understand whether your investments match your financial objectives, your risk tolerance...
08/26/2026

A portfolio review can help you understand whether your investments match your financial objectives, your risk tolerance, and the future you are planning for.

Many women appreciate having an advisor who can simplify the details, identify gaps, and make sure their plan stays aligned with their goals. A review also saves you time by organizing your accounts, evaluating performance, and helping you make clear, confident decisions.

If you want to know whether your portfolio is working for you, I am here to help you take a closer look!

Dropped off the donated diapers from our Professional Women's Network of Monterey Professional Womens Network diaper dri...
08/26/2026

Dropped off the donated diapers from our Professional Women's Network of Monterey Professional Womens Network diaper drive to Teen Moms Inc today. Thank you to all who made a donation!💙🩷🩵

Investing is one of the most powerful ways women can build long‑term security, confidence, and independence.You do not n...
08/24/2026

Investing is one of the most powerful ways women can build long‑term security, confidence, and independence.

You do not need to know everything to get started. You do not need a perfect plan. You simply need the willingness to take the first step. Women are strong, capable, and fully able to make smart financial decisions that support their future.

If you have been waiting for the “right time,” let this be your reminder that you can begin today.

"You can do this, and I'm here to support you every step of the way!" - Sharda Ryan

Once you reach age 70½ you can use a Qualified Charitable Distribution to give directly from your IRA to a charity. This...
08/21/2026

Once you reach age 70½ you can use a Qualified Charitable Distribution to give directly from your IRA to a charity. This allows you to support causes you care about while reducing your taxable income.

For many women, especially those planning for long‑term security, this can be a meaningful way to align your financial goals with your values!

If you want to understand how charitable giving fits into your retirement plan, I am always here to help you explore your options.

08/20/2026

In my interview with Tracie Root, I shared why I chose to specialize in working with women. I found that women love in depth planning.

Clarity, structure, and a full understanding of how their financial picture supports their future is at the heart of our conversations.

My goal is to create a space where women feel heard, supported, and confident in
every decision they make. If you are ready for a plan that reflects your goals and your life, I am here to help.

Address

Salinas, CA

Telephone

+19164800669

Website

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