Sharon Christine Khan

Employer firm

Dedora Capital, Inc. CRD 177523

$551M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• ULTRA HIGH NET WORTH & CORPORATE CONSULTING; CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 06/2022
  Montgomery Taylor Wealth Management
  Santa Rosa, CA
• 10/2018 → 06/2020
  Deloitte
  San Francisco, CA
• 08/2017 → 07/2018
  Wai & Connor
  Los Angeles, CA
• 06/2017 → 08/2017
  Pricewaterhousecoopers
  Los Angeles, CA
• 02/2017 → 04/2017
  Gumbiner Savett
  Santa Monica, CA
• 06/2016 → 02/2017
  Jersey Mikes Subs
  Los Angeles, CA
• 07/2018 → 10/2018
  Full Time Education
  Los Angeles, CA
• 04/2017 → 06/2017
  Full Time Education
  Los Angeles, CA
• 06/2022 → Present
  Dedora Capital, Inc.
  Napa, CA

Previous Registrations

• 2021-04-26 → 2022-07-01
  Montgomery Taylor Wealth Management
  Santa Rosa, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-26

Designations

• Certified Financial Planner

Other Names

• Sharon Khan
• Sharon Wirth