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Alisa Sharp
Professional designations
CFP
Firm or Broker/Dealer name
Morgan Stanley
States licensed in
San Francisco
,
California
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Philanthropy/Charitable Giving
Retirement/Retirement Income
Wealth Management
UHNWIs/Family Office
Time Zone
Alisa is a member of the Opus Group at Morgan Stanley Wealth Management which was named one of Barron’s Top 100 Private Wealth Management Teams 2024 and Forbes Best-In-State Wealth Management Teams 2025. As a CERTIFIED FINANCIAL PLANNER, with over 18 years of experience, Alisa seeks to provide solid professional advice on ways to work towards a client’s financial goals. She takes an active role in educating clients and her goal is to deliver professional wealth management through sound advice while helping create value, focus and understanding.
Alisa received her B.A. and Masters of Public Administration from the University of San Francisco. She holds her Series 7, Series 63 and Series 66 licenses.
Alisa is committed to Morgan Stanley’s core value of Giving Back. She spent 5 years serving on the Board of Directors for the Princess Project. In 2018, recognizing a need to extend support to local teens, she co-founded the Sonoma County chapter. Additionally, she serves as a mentor with Wall Street Bound and helps keep San Francisco clean with RefuseRefuse.
A native of Idaho, she has lived in San Francisco for over 25 years. She spends her remaining free time travelling, snowboarding, and exploring local restaurants.
Alisa received her B.A. and Masters of Public Administration from the University of San Francisco. She holds her Series 7, Series 63 and Series 66 licenses.
Alisa is committed to Morgan Stanley’s core value of Giving Back. She spent 5 years serving on the Board of Directors for the Princess Project. In 2018, recognizing a need to extend support to local teens, she co-founded the Sonoma County chapter. Additionally, she serves as a mentor with Wall Street Bound and helps keep San Francisco clean with RefuseRefuse.
A native of Idaho, she has lived in San Francisco for over 25 years. She spends her remaining free time travelling, snowboarding, and exploring local restaurants.