Sharon A. Bloodworth, CFP<sup>&reg;</sup> - Financial Advisor

Sharon A. Bloodworth, CFP®

CEO

White Oaks Wealth Advisors, Inc.

5500 Wayzata Blvd, Ste 1035
Minneapolis, MN 55416
FINANCIAL ADVISOR'S WEBSITE
(612) 455-6900

General

Sharon Bloodworth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at White Oaks Wealth Advisors, Inc. in Minneapolis, MN and the surrounding communities.

Financial Advisor Overview

The White Oaks family has over 100 years of combined team experience. Sharon Bloodworth, CEO, is a trailblazer in the financial industry. Leading one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida, Sharon has a seasoned investment background and has built an excellent team of professionals with gold standard credentials and huge hearts. We are independent and free from the sales and growth agendas of large firms. Not only are we required to put our clients first, as fiduciaries, we care for our clients like family. We give clients access to investment strategies of the ultra-wealthy. Imagine buying a computer at an electronics store and being told that you can only choose from 5 of the 10 options being offered. Even though the other options are the same price as the ones you are looking at, you are told they are reserved for the ultra-wealthy. In the investment world you can end up in a similar situation. A person paying for retail investment services does not get to access the diverse menu of investment options that are out there. White Oaks models an investment process that provides our qualified clients, with over $2,000,000 in investable assets (not including your home) and clients with $5,000,000 in investable assets (not including your home) the same access to investment options as investors with $100,000,000 plus. What does it feel like to be a part of the White Oaks family? We never stop advocating for you. If you are a busy fortune 500 key executive, we watch your stock options so you don’t have to. We help you negotiate in and out of companies. If you are a business owner, we assist in optimizing taxes and planning for your next stage in life. We will also make sure that, if you die prematurely, there is a plan for the business and your family. If you are a non-financial spouse and recovering from a divorce or death in the family; we can take care of everything, from your bills to your investment strategy. We will help release you from your fear of running out of money. If you are a woman investor and tired of being ignored, you won’t be here. We love what we do!

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Financial Advisor Experience

Sharon is the CEO of White Oaks and has been with the company since February 2001. Her experience in the financial services industry dates back to 1993 and includes positions at American Express Financial Advisors as a Financial Advisor and Lord, Abbett & Co LLC as a Client Liaison in New York. Sharon holds a Bachelor’s Degree in European Community Studies from the University of Wales, College of Cardiff, with a focus on European political economics and languages. In continuing education, she received a certificate in International Business Practice from the Mountbatten Program and Oxford University, and in 2019, she completed the Vistage Executive Leadership Program in collaboration with the Stanford Graduate School of Business. She also holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of NAPFA, a fee-only fiduciary professional association with the most rigorous continuing education requirements in the industry. She was honored as a 2013 “Top Women in Business” and a 2010 “40 under 40” recipient by the Minneapolis/St. Paul Business Journal. Sharon has been quoted in the Minneapolis/St. Paul Business Journal, CBS Money Watch, USA Weekend, MSN Money, The Financial Times Advisor IQ, Forbes.com, Glamour and CNN Money. She frequently speaks on market and economic issues, wealth planning and how to better prepare the next generation for wealth. Sharon is currently Vice-Chair for the Minnesota Opera board and Chair of the Investment Committee. She has a deep passion for Rotary. She is currently the Chair of the District Rotary Foundation Committee, and in July 2024, she will be a District Governor. She is a past President of Rotary Club 9 and has chaired two district-wide conferences. In 2019, Sharon received the Marty Baskerville Philanthropy Award to recognize her Rotary lifetime achievements and the Vistage Lifetime Achievement Award for leadership in her CEO peer to peer organization. Born in the UK, Sharon has lived and studied in Africa, Asia and Europe and speaks multiple languages. In 2007, she funded the rebuilding of a kindergarten in Indonesia that she named after her daughter – Sophia’s Sunshine School. In 2021, she added a library to the school.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources