Sharon Oberlander Novell
Investment adviser representative at Guardian Financial Partners, LLC
20 yearsExperience
1 stateRegistered in
$911.9MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Guardian Financial Partners, LLCOct 2024 to now
- Novell Investment Management Company, Inc.Jan 2006 to Sep 2024
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Guardian Financial Partners, LLC
$911.9MAssets managed
433Clients
9Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6900580
- Firm CRD
- 287652