Sharon Paratte is a dedicated Wealth Advisor and Certified Financial Planner (CFP®) who specializes in guiding clients through their financial and investment decisions to help them achieve their personal goals. She takes the time to understand each client’s values and priorities, providing comprehensive financial planning and tailored portfolio strategies that adapt to their evolving needs throughout their lives.

With over 20 years of experience in the financial services industry, Sharon began her career in financial management and strategic real estate consulting with Deloitte and Touche and The Roulac Group. She later shifted her focus to personal financial planning, driven by a desire to assist individuals in making informed financial choices. Before joining Traveka Wealth, Sharon served as a Wealth Manager at Goldman Sachs Personal Financial Management and United Capital Financial Advisors in Silicon Valley.

Sharon holds a Master of Business Administration from San Diego State University and is a Certified Financial Planner (CFP®) as well as a member of the Financial Planning Association. She lives in Burlingame with her two grown sons and an energetic yellow lab. In her spare time, Sharon enjoys traveling, exploring wine country, and cheering for her favorite local sports teams, the Golden State Warriors and San Francisco Giants.