Sharon K. Bachert
Client Services Manager
(626) 792-2228 sbachert@cliffordswan.com
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.
“After three decades with this exceptional firm, I can genuinely say that my passion for my work remains as strong as ever. The meaningful relationships I’ve built with our clients and the supportive culture we cultivate inspire me every day.”