Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Rohit Sharma, CFP®, CRPC®
Wealth Management Advisor
Rohit’s global perspective on managing clients’ wealth and expectations has been influenced in great part by his life experiences.
Born in Vancouver, British Columbia, Rohit and his family moved to New Delhi, India when he was six years old. In high school, Rohit moved to Singapore and in 2001 to Columbus. After earning his Bachelor of Science degree in Finance and Marketing from the Fisher College of Business at The Ohio State University, Rohit joined Merrill Lynch in 2005.
A lifetime learner and strong proponent of educating clients, Rohit finds that clients who play a role in developing their strategies are far more likely to follow a wise financial course. Rohit holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor (CRPC®) designation.
In a rapidly changing global economy and domestic tax environment, Rohit characterizes his approach as disciplined and holistic – weighing each client’s objectives with the realities of market dynamics, to create consistent returns that can fulfill stated goals.
Outside of the office, Rohit is a “loud and proud” fan of Buckeyes football and basketball. He and his wife, Shipra, reside in Columbus, where she is an Interior Designer with a decade of experience.
Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
English & Hindi
The Ohio State University
Named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors” list in 2018.*
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.