Shivik Sharma

age: 33 | Financial Services Professional | Independent Broker

Giving peace of mind to families who seek his financial services is Shivik Sharma’s goal.  He helps people make sound decisions to protect their livelihoods and their families.  “I get to know my clients on a one-on-one basis and listen to what is most important to them personally, in order to create a plan to help them achieve their specific goals and dreams,” he explains.

Shivik encourages families to design and execute plans in and out of the market, based on the client’s wants and needs.  Whether their goal is sending their children to college or trying to move on after a family member’s loss, he wants each of his clients to feel financially secure, and he treats each client as a friend.

Attending UT Austin in 2005 and graduating from The University of Texas at Austin in 2009 was a great personal goal for Shivik.  Becoming an Eagle Scout from Troop 17 First Baptist Church at the age of 16 and earning a position in the Million Dollar Roundtable Status in the financial world (MDRT) were also meaningful personal accomplishments for him. 

Spending time with “Honey” (his rescue dog), taking family vacations, fishing on early mornings, seeing the sunrise, visiting the Texarkana Animal Care & Adoption Center, and being a role model to young Boy Scouts are ways Shivik spends his free time.  Known for always trying to bridge the gap between people of varying ages, races, and genders, Shivik enjoys helping others, listening, and always learning from new people.  

Best piece of advice:

“Be prepared and always do your best to be trustworthy, loyal, helpful, friendly, courteous, kind, obedient, cheerful, thrifty, brave, clean, and reverent.” — Dr. Randy Brown, Former Boy Scout Troop 16 Scoutmaster

Name something about you that very few people know:

“To me, life is one big winding journey with many different paths, some tougher than others. Sometimes the greatest miracles in life can come from helping pick others up along the journey, and that is what I truly love doing in life. I was always told to be a part of something bigger than myself and help my fellow Americans.”