Sharon Garate CISP

Operations Associate

Sharon Garate joined Walker Wealth Strategies after many years with Wells Fargo as a Fiduciary Administrator. She received her Bachelor of Arts degree in Sociology from California State University Fullerton and has been in the financial/banking industry for over 20 years. During that time, she worked in different areas of the bank, but most recently focused on Trust and IRA administration. She also earned her Certified IRA Services Professional (CISP) designation from the American Bankers Association.

Sharon is an active volunteer in her community. From 2011-2013, she served first as Parent Board Member and eventually as the CFO for a Charter School in Long Beach. She currently serves on the board for several non-profit groups and was recently appointed to be on the Parks and Recreation Commission for her city.

In her leisure time, Sharon enjoys spending time with her husband and children. On the weekends, she can be seen wearing her team mom hat, while cheering her children on during their various sports activities. She also enjoys crafting, repurposing old furniture and playing on her adult kickball team.