Barek Sharif

Barek Sharif

Financial Planning Coordinator

Phone: (949) 223-8304
E-mail:

Barek Sharif is the Financial Planning Coordinator at Tax and Financial Group (TFG). As a member of the Financial Planning Team, Barek is responsible for coordinating client account information, determining account status, securing forms, facilitating appointments, assisting in research and technical questions, and managing client relationships.

Prior to joining TFG, Barek was the Marketing and Advertising Consultant for one of the top internet marketing firms, Nett Solutions, based out of Orange County, California. His responsibilities included obtaining and studying statistical information about client products, needs, and problems in order to give effective presentations and to provide necessary product assistance. Barek graduated from Vanguard University earning a Bachelor of Arts Degree in Psychology. He is a member of the psychology honors society, Psi Chi, and is currently furthering his education at Vanguard University in pursuit of a Master’s degree.
 
Barek enjoys spending time outdoors, camping and hiking. He currently resides in Costa Mesa, California.