Who We Are
We’re a close-knit team of financial professionals who provide lifetime financial guidance to individuals and families. We’re in the business of building relationships. It’s the foundation to our approach to managing your finances and it’s what makes us different from other firms.
The Cents & Sensibility® Difference
For over three decades, Sharon Almeida has been building meaningful relationships focused on confident collaboration. She knows that financial well- being is about much more than “just the numbers.” She’ll get to know what matters to you most and ensure your identity and life goals shape your plan.
Our allegiance is to you. We don’t have quotas to meet or shareholders to appease. Our status as a fully independent firm gives us the freedom to use a variety of money managers and an extensive range of investment options to craft a custom solution for you.
Life is busy. That’s why we offer the Passport service—a personal financial website that allows you to stay organized and know just where you are on your financial journey. It allows us to collaborate via a secure document system, and provide a personal touch, whether we connect with you in person or through technology.
To schedule a personal appointment, call 925-225-1135. Or, learn more about What We Do.