# Sharon Lund, Financial Planning

Sharon Lund, Financial Planning is an Asset Manager based in Lake Forest, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Lake Forest, United States
- **Region:** North America
- **Address:** Lake Forest, CA, United States
- **Assets under management:** Undisclosed
- **Website:** sharonlundfinancialplanning.com

## Regulatory record

- **CRD number:** 129275
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129275

## About

SHARON LUND, FINANCIAL PLANNING, INC. is a state-registered investment adviser. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Sectors

- Retail Financial Services

## People

- Sharon Lund — President

## Related profiles

- [Brae Head](https://altss.com/profile/brae-head-inc)
- [Ambrozy & Associates](https://altss.com/profile/ambrozy-and-associates-inc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sharon-lund-financial-planning-inc

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