Sharon Lear is founding principal of Guideway Financial, LLC, a fee-only financial advisory practice in Austin, Texas. Guideway Financial specializes in comprehensive advisory services to achieve livable goals and limit uncertainty over how long retirement income lasts. A holistic approach integrates all aspects of a client’s finances, including investment strategy, insurance review, tax planning and preparation, cash flow and recordkeeping, retirement planning, and estate planning.
Sharon is a Certified Financial Planner® professional, and she holds an MBA from the University of Texas at Austin. She graduated Summa Cum Laude with a B.S. in Industrial Engineering from Texas A&M University.
Prior to establishing Guideway Financial, Sharon led a successful marketing career in the semiconductor industry. For 15 years, she held various marketing positions at companies ranging from near start-ups to Fortune 500 firms.
In the mid-2000s, Sharon began to explore methodologies of financial planning software, particularly in the areas of asset allocation and retirement planning. Wanting to offer more robust retirement planning and drawdown capabilities to clients, she was inspired to become a financial advisor. Specifically, she was motivated to become a holistic advisor in order to integrate an essential suite of financial services along with retirement strategy for clients.