Shardéa M. Ages, CFP®
Experienced CERTIFIED FINANCIAL PLANNER™, Shardéa is dedicated to working with first generation high income earners in the early wealth accumulation phase as well as seasoned high net worth clients looking to diversity, protect and transfer their wealth for future generations.
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Shardéa Ages, a Founding Partner and Senior Wealth Advisor at Collective Wealth Partners, boasts an impressive 14-year tenure in the financial services industry, with extensive expertise in banking, investment management, tax and estate planning and insurance. This well-rounded background has served as the perfect foundation for her thriving career as a financial planning subject matter expert. Shardéa holds various qualifications, including the prestigious title of a CERTIFIED FINANCIAL PLANNER™ practitioner; Series 65 and 63 FINRA registrations, along with Health, Life, and Accident Insurance licenses. Shardéa is well-equipped to cater to her clients' diverse financial needs.
Graduating from Florida A&M University with a degree in Business Administration and a concentration in Finance; Shardéa began her career at JPMorgan Chase and later at such firms as PNC Bank and Merrill Lynch. As recognition for her professional success, she is a 2022-2023 Five Star Wealth Manager awardee and 2023 Marquis Who’s Who Honored Listee.
Beyond her professional accomplishments, Shardéa is also a highly sought-after speaker and panelist, revered for her insights into financial literacy, transforming financial behaviors and mindsets, and advocating diversity within her industry. Her expertise has led her to collaborate with esteemed entities like the Georgia Secretary of State's and the North American Securities Administrators Association's Investor Educator committee, where she contributed to various projects.
One of Shardéa's fundamental beliefs is that everyone, regardless of their socioeconomic circumstances, deserves access to sound financial advice. To that end, she endeavors to understand each client's unique situation and goals, crafting tailored strategies and personalized advice for individuals, families, and businesses alike. As life unfolds, Shardéa remains proactive in adjusting these financial blueprints to adapt to inevitable changes.
Outside of her professional pursuits, Shardéa actively engages with her community, dedicating her time to pro-bono financial planning workshops and founding Bridging Financial Gaps, a charitable organization focused on promoting financial literacy. She has also previously served as the Finance Chair of NAMI Dekalb, highlighting her commitment to both financial and mental well-being.
Originally from Detroit, Michigan, Shardéa now calls Atlanta, Georgia, her home, alongside her husband, Clinton Ages, and their beloved dog, Silky. Her dedication to fostering strong client relationships continue to make a meaningful impact on the lives of the individuals and communities that she serves.
