Sharon K. Bachert

Client Services Manager

(626) 792-2228  

Sharon joined the firm in 1992 as a client service specialist for individuals, families, and nonprofit organizations. Additionally, Sharon works closely with our firm’s planned giving clients. In 2018, Sharon became the firm’s Client Services Manager. In this role, she enables the firm’s client service specialists to provide personalized service to our clients.

Sharon has over 40 years of experience in the financial and banking industries. Prior to joining Clifford Swan, she held various positions in savings and loans, served as a supervisor for a Kansas City transfer agent, and worked in client services at Hillsides Associates in Pasadena.

Diamond

“‘Price is what you pay. Value is what you get.’ –Warren Buffett”

EDUCATION
Chaffey College, Coursework in Management
CERTIFICATIONS
Notary Public

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