Sharon Appelman, CFP®, MBA, Director of Financial Planning
Sharon Appelman learned at a very young age the value of planning for life's unexpected twists, and these insights enable her to help clients better prepare for their own financial futures. After a lifetime of pursuing her musical dreams studying and earning First Class Honors at the Royal Academy of Music in London, Sharon suffered a shoulder injury which forced her to abandon her career as a professional cellist.
With her musical career abruptly behind her, Sharon moved to Israel where she worked for a not-for-profit agency helping English speaking immigrants become better acclimated to Israel. It was in this role where her problem-solving abilities and tenacious spirit paved the way for a smooth transition for hundreds of clients.
While working full time in Tel Aviv, Sharon obtained her MBA from Bar Ilan University. The MBA program ignited a new passion for Sharon, namely finance and economics. She set her sights on learning as much as she could to help people plan for a future which is anything but certain. After receiving her MBA, Sharon and her husband moved to Boston, Massachusetts where she pursued a career as a financial advisor.
During her first year as an advisor, Sharon earned the First Year Top Achiever award. She also attained her FINRA Series 7 and 66 along with her Life, Accident and Health, and Long Term Care insurance licenses. After a little over a year in Boston, Sharon and her husband relocated to Manhattan where she continued her career as a financial advisor helping sophisticated clientele prepare for whatever challenges life and legislation could throw at them.
Sharon is a world traveler and educated advisor with a passion for the art and science of financial planning. She has continued her relentless pursuit to educate herself on the latest strategies and techniques to help clients achieve their financial goals, and most recently obtained her CERTIFIED FINANCIAL PLANNER™ certification. Sharon joined Element Financial Group in October, 2007 and her spirit, dedication and firm grasp of financial strategies make her an invaluable part of our team.
Sharon lives in Jersey City with her husband Roy, where they share a love for the outdoors, hiking and travelling to National Parks. Music remains an important part of her life, and she enjoys giving the occasional performance in the New York City area.
Sharon Appelman is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., member SIPC, Supervisory Office: Overlook @Great Notch, 150 Clove Road, 6th Floor, Little Falls, NJ 07424, Tel: 973.237.0100. Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.
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