Our Team

Our Team

We believe that . . .

  • Your financial health and well-being are based on more than just accumulating a large nest egg; they also involve the thoughtful and wise use of your resources to achieve meaning and balance in your life.
  • In helping you and your family make life financial decisions that reflect your goals and values.
  • In providing a comfortable, understanding, and educational environment to nourish your financial well-being.

Louise Sharp, AIF®, CLTC

Advisor

Louise Sharp has been in the financial services industry since 1992. She focuses on areas of retirement and estate planning and retirement income planning. She graduated from the University of Vermont with a BA in mathematics and holds FINRA registrations 6, 7, 63, and 66 as an Investment Advisor Representative of Commonwealth Financial Network®. She also holds a Life and Health Insurance License and has been named a 2012 FIVE STAR Wealth Manager*. Louise lives with her family in Swampscott, Massachusetts.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,591 Boston wealth managers were considered for the award; 454 (18 percent of candidates) were named 2012 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Rebecca Linhart, AIF®, CeFT®

Advisor

Rebecca Linhart thought differently about financial advice when she co-founded Sharp & Linhart Financial Strategies in 2006.  She knew offering financial advice meant so much more than selling stocks and bonds, that it is more about understanding how money fits into your life and living that life intentionally. She knew that considering the goals and dreams of each of client is paramount to helping them navigate through the complex details of planning meaningful lives. 

Today, Becky Linhart offers investment management services, retirement income planning, financial planning and wealth management to a myriad of individual clients at various stages in their lives.  Through her years in business, she has helped many people, particularly women going through transitional periods, such as divorce, death of a spouse or retirement. Her degree in psychology has given her invaluable insights into the importance and power of the personal side of money and the unique challenges of transitions. She has a rich and comprehensive understanding of how people subjectively experience change and co-creates their highest outcomes with them. 

A commitment to serve the community

Becky has long time commitment to serve her community. Being involved is what it’s all about to her. To that end, she held the following positions in government of the Town of Essex, MA

                        Board of Selectmen

                        Board Member of the Housing Authority

                        Chair of the Finance Committee

In addition, she served as Chair of the Finance Committee for Glen Urquhart School, small private school in Beverly Farms, MA

She is a past President of the Rotary Club of Marblehead Harbor, a service organization dedicated to giving back to the community.  She founded the “It takes a village” program meant to help less fortunate people in the community, not just at Christmas time, but year-round.  The family she remembers most is a single mom with five children.  The mom had cancer and when she was undergoing chemotherapy the group cooked meals for the kids and set up a schedule of drivers to make sure they got to school on time.

Being a female in a male-dominated industry, Becky understands the challenges women can face building careers.  So, she joined the Boston Club, an organization dedicated to advancing women leadership.  A club and a cause, the group offers camaraderie and other opportunities for networking; its core belief is that more women in significant and visible leadership roles mean better business performance and strengthened economic health in our communities.  She served as Treasurer on the Board of Directors for 6 years.

A sailing advocate, Becky served as a Board member of Sisters Under Sail, an organization dedicated to teaching teen girls’ leadership skills through a sailing program on a tall ship.  In 2013, many of the tall ships gathered on Lake Erie for a re-enactment of the war of 1812.  Becky was fortunate enough to be on board and had the privilege of shooting the cannon. 

Becky is currently the Chair of Rotary Club of Marblehead Harbor Enhanced Scholarship Trust, an organization that gives scholarships to community members.  Many of the scholarships are given to high school seniors, but the group found another pressing need for scholarships…the person who didn’t go to college, who lives paycheck to paycheck and can’t afford a class or certificate program to improve their employment opportunities.  It became known as the 2nd Chance Scholarship.

Becky received a Graduate Certificate in Special Studies in Management from Harvard University and earned a Bachelor of Science in Psychology from Roanoke College.  She has been recognized in Boston Magazine as a Boston Five Star℠ Wealth Manager[i] in 2014, 2015, 2016, 2017 and she has been designated with the Women’s Choice[ii] award 2014-2015, 2016-2017.  She has achieved several professional credentials that speak to her expertise:

            General Securities Registered Representative of Commonwealth Financial Network

            Security Agent and Registered Investment Adviser

            Managed Futures License

            Accredited Investment Fiduciary®

            Certified Financial Transionist®


[i].  FiveStar Award: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,467 Boston wealth managers were considered for the award; 622 (25 percent of candidates) were named 2017 Five Star Wealth Managers. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

[ii]. The Women's Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women's Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women's Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women's Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success.  Women's Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2016, of the 783 considered for the Women's Choice Award, 122 were named Women's Choice Award Financial Advisors/Firms.  The criteria provided reflects the most recent year for which Financial Advisors/Firms received the award. The criteria used, the number of Financial Advisors/Firms considered for the award, and the number of those who receive the ward, may vary from year to year. For more information, please visit http://www.womenschoiceaward.com/.