The Dr. Pat Show Dr. Pat Baccili

Guest Profile

Joan Sharp


Joan Sharp has a mission to Change the Conversation from Money to Vision for individuals and families to support their values, life experiences, legacy, and wealth. She assists clients in how to use their human talent and financial resources to make confident choices that achieve their vision, support their values, and establish their legacy.

Joan holds a Masters of Science in Financial Services (MSFS) from The American College, and a Bachelor of Arts in Economics from Southern Methodist University. Joan is a Kolbe Certified™ Consultant, Certified Financial Planner (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Advisor in Philanthropy® (CAP®), Registered Life Planner® (RLP®), Certified Financial Transitionist®(CeFT), and has completed both parts of Money Quotient Financial Life Planner education.

Archives