An LPL Investment Advisor Representative with Financial Industry Regulatory Authority securities registrations Series 7, 66 and 24 held through LPL Financial and a licensed Agent in life, health, disability and long-term care insurance.
Sharon is a Managing Partner, Wealth Advisor, LPL Registered Principal, Chartered Financial Consultant, Chartered Life Underwriter and LPL Financial Planner at Copper Canyon Wealth Management. Prior to entering the financial services industry in 2009 as a MetLife Financial Planner, Sharon enjoyed a successful 17 year career in high-level advertising and marketing which included senior positions at The Wall Street Journal and Los Angeles Times. During the course of her advertising career, Sharon held increasingly responsible management positions for local, regional, and national publications. She was integral in the development and implementation of global and national marketing strategies and was consistently recognized as a top performer. Sharon received many awards for her accomplishments including the Los Angeles Times' highest award for advertising professionals, the Vance L. Stickell award. Mr. Stickell is a member of the Advertising Hall of Fame, and the award is based on excellent client service and sales performance.
Sharon's strategic consultative skills and relationship building approach were developed during her lengthy advertising career and have been instrumental in her successful transition to the financial services industry. She brings professional talents, abilities, and experience to her practice. Sharon works in partnership with her husband, Donald Boucher, a seasoned Financial Planner, who began his career in the financial services industry in March 2000 as a Merrill Lynch Financial Advisor. He is a retired Narcotics Detective from the Los Angeles County Sheriff's Department.
Copper Canyon Wealth Management is an independent investment, insurance and wealth planning firm providing a holistic approach to planning, professional advice, and independent delivery of products, services and strategies from an unconstrained world of investment and insurance providers. As an independent firm, they have no proprietary products and are free of corporate pressure to position or sell any particular product or service. Copper Canyon Wealth Management utilizes the services of LPL Financial, the nation's largest independent broker-dealer* and LPL Insurance Associates, Inc.
Together, Sharon and Donald are committed to providing the highest level of service, accessibility, and professional excellence to their clientele in the areas of investment, insurance, retirement and estate planning. Their practice also focuses on assisting business owners and corporate executives in the areas of business insurance, executive corporate services and corporate retirement plans.
In 2013, Sharon completed a comprehensive curriculum and twelve monitored examinations, achieving two advanced industry designations. In completing The American College's advanced financial planning program, she was awarded the Chartered Financial Consultant designation. In continuation of her studies, she completed The American College's advanced insurance planning program and was awarded the Chartered Life Underwriter designation. In June 2010, while employed as a MetLife Financial Advisor, Sharon completed MetLife's advanced financial planning and the industry's leading NaviPlan financial planning software programs and was awarded the designation of MetLife Financial Planner.
Sharon has a B.S. Degree in Interdisciplinary Studies with concentrations in Business, Psychology and Health Sciences from Liberty University. She graduated Summa Cum Laude and was inducted into the Tau Sigma National Honor Society.
Sharon and Donald have four adult children and have lived in the Phoenix area since February 2008. Prior to their Arizona relocation, they lived in Southern California for over 20 years. She enjoys writing, athletics, hiking and time spent with family.
* As reported by Financial Planning magazine June 1996-2022, based on total revenue. Copper Canyon Wealth Management and LPL Financial are independent entities.
Securities, Financial Planning and Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. http://www.lpl.com Insurance products are offered through LPL Financial or its licensed affiliates.