Sharon ParatteRELATIONSHIP MANAGER
Sharon Paratte began her career as a management consultant, spending 15 years specializing in strategic real estate and financial consulting with Deloitte & Touche and the Roulac Real Estate Group. Sharon has an MBA with a concentration in Finance from San Diego State University, and more recently completed a Certificate Program in Personal Financial Planning and passed the CFP® Certification Exam. As a Candidate for CFP®Certification, Sharon is working on completing her experience portion in her current position as a Relationship Manager for United Capital Silicon Valley. In this role, Sharon supports the advisors in all aspects of the wealth planning process and is in charge of managing and monitoring United Capital’s client relationships.
Sharon is a professional member of the Financial Planning Association of San Francisco.
Sharon grew up in Santa Barbara, enjoying water sports, especially water skiing and fishing, as well as competitive equestrian riding. Sharon moved to the Bay Area while working for Deloitte and fell in love with San Francisco and the surrounding areas. Now, in her free time, she enjoys running with her lab puppy, Sammie, spending time with her family and friends, attending local sporting events with her two grown boys, and supporting her favorite local San Francisco Giants and Golden State Warriors.