Sharon Bloodworth
CFP®
White Oaks Wealth Advisors
CEO
Sharon Bloodworth
CFP®
White Oaks Wealth Advisors
CEO
Discipline, process and hard work form the foundation of our team philosophy. Together, we can accomplish so much to improve the lives of our clients. - Sharon Bloodworth, CFP®
Fee-only financial advisor located in Minneapolis, MN, serving clients locally, in Sarasota, FL, and across the country
Sharon Bloodworth is a Minneapolis, MN fee-only financial advisor serving clients locally, in Sarasota, FL, and across the country. White Oaks Wealth Advisors provides comprehensive financial planning, investment management, and wealth management to help high net worth individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Sharon Bloodworth is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Sharon Bloodworth is the CEO of White Oaks and has been with the company since February 2001. Her experience in the financial services industry dates back to 1993 and includes positions at American Express Financial Advisors as a Financial Advisor and Lord, Abbett & Co LLC as a Client Liaison in New York.
Sharon holds a Bachelor’s Degree in European Community Studies from the University of Wales, College of Cardiff, with a focus on European political economics and languages. In continuing education, she received a certificate in International Business Practice from the Mountbatten Program and Oxford University, and in 2019, she completed the Vistage Executive Leadership Program in collaboration with the Stanford Graduate School of Business. She also holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of NAPFA, a fee-only fiduciary professional association with the most rigorous continuing education requirements in the industry.
She was honored as a 2013 “Top Women in Business” and a 2010 “40 under 40” recipient by the Minneapolis/St. Paul Business Journal. Sharon has been quoted in the Minneapolis/St. Paul Business Journal, CBS Money Watch, USA Weekend, MSN Money, The Financial Times Advisor IQ, Forbes.com, Glamour and CNN Money. She frequently speaks on market and economic issues, wealth planning and how to better prepare the next generation for wealth.
Sharon is currently Vice-Chair for the Minnesota Opera board and Chair of the Investment Committee. She has a deep passion for Rotary. She is currently the Chair of the District Rotary Foundation Committee, and in July 2024, she will be a District Governor. She is a past President of Rotary Club 9 and has chaired two district-wide conferences. In 2019, Sharon received the Marty Baskerville Philanthropy Award to recognize her Rotary lifetime achievements and the Vistage Lifetime Achievement Award for leadership in her CEO peer to peer organization.
Born in the UK, Sharon has lived and studied in Africa, Asia and Europe and speaks multiple languages. In 2007, she funded the rebuilding of a kindergarten in Indonesia that she named after her daughter – Sophia’s Sunshine School. In 2021, she added a library to the school.
*Please note that any awards noted above may not be reflective of any one client’s experience and may not be indicative of future performance. You may review the award criteria and methodology here.
Sharon Bloodworth is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. Leading one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida, Sharon has a seasoned investment background and has built an excellent team of professionals with gold standard credentials and huge hearts. We are independent and free from the sales and growth agendas of large firms. Not only are we required, as fiduciaries, to put our clients first — we care for our clients like family.
White Oaks was established in 1986 by retired founder Bob Klosterman, who had a mission to simplify the complexities of wealth. To achieve that goal, he helped build a team that works from an unbiased lens and will always operate with your best interests in mind. Today, Sharon ensures that the White Oaks team is continually striving to improve our services by remaining up-to-speed on important market changes and the latest tools for becoming more financially secure. We love our work helping clients pursue a life well-invested.
We are currently accepting new clients with investment assets of $2M or more.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Advanced Financial Planning
- Stock Option and Restricted Stock Strategy
- Managing Wealth Between Generations
- Estate Plan Design
- Educating and Supporting Clients in Transition
Ideal Clients
- Corporate Executives
- Business Owners
- Retirees and Near Retirees
- Widows and Widowers
- Women Investors
Working Together
- Complimentary 'Meet White Oaks' Consultation
- In Person Meetings - MN and FL
- Virtual Meetings
Professional Designations & Affiliations
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Sharon Bloodworth is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Sharon Bloodworth is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Sharon Bloodworth is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Sharon Bloodworth
Office Locations:
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5500 Wayzata Boulevard
Suite 1035
Minneapolis, MN 55416 -
1717 2nd Street
Suite C
Sarasota, FL 34236
