Meet Our Team

Our team of dedicated professionals brings decades of experience in financial planning, investment management, tax strategy and estate planning. We work together with one goal in mind: to help you achieve financial success.

Shar Gogerdchi, CFP® - Founder

With over 20 years of experience in the financial services industry, I am dedicated to helping clients achieve their financial goals with a client-first mindset. I specialize in providing fiduciary advice, taking a holistic approach that considers every aspect of my clients' financial well-being. My work with Leading Edge Wealth Advisors and Cambridge-affiliated professionals allows me to serve clients nationwide using the SGF Planning process, ensuring a thorough and personalized financial strategy.

I believe you deserve a financial partner who is fully committed to your success. My approach is grounded in honesty, transparency, and genuine care—providing you with sound financial guidance that you can trust.

James Denora, CPA, CFP®

Jim is the Office of Supervisory Jurisdiction for SGF Planning, bringing a wealth of corporate finance experience and expertise as a CPA specializing in tax services. With a unique approach, he manages each family's finances with the same dedication and precision he would apply to a business. As a founding partner of Leading Edge Wealth Advisors, affiliated with Cambridge Investment Research, Jim is committed to delivering strategic financial guidance tailored to each client's needs.

Philippa Roberts, Marketing Intern

Our marketing is driven by a commitment to empower clients with trusted financial guidance, rooted in transparency and integrity. We believe everyone deserves a clear path to their financial goals, and through engaging content and honest communication, we aim to connect with individuals seeking confidence in their financial future. Together, we build lasting relationships based on trust, security, and shared success.