Sharni Cutajar is a Wealth Advisor at Gottfried & Somberg Wealth Management, where she guides families through multigenerational wealth planning, family governance, and life’s most significant transitions.
At the heart of Sharni’s practice is the belief that wealth is most meaningful when it is stewarded with intention, in service of a family’s values, traditions, and the generations to come. She works closely with individuals and families through moments of profound change, including marriage, divorce, the loss of a spouse, the move into retirement, and adult children caring for aging parents, offering clarity and steady counsel when it matters most.
Her fiduciary approach pairs rigorous analysis with genuine care. Clients value her discretion, her attentiveness, and the enduring relationships she builds with them over time.
Sharni holds the FINRA Series 7 and 65 registrations and has passed Level II of the CFA® Program, a reflection of her commitment to bringing sophisticated planning and investment insight to every client relationship. She earned a Bachelor of Arts and a Master of Applied Finance from the University of Western Australia.
Sharni lives in West Hartford, Connecticut. She is a member of the CFA Society Hartford and committed to promoting financial literacy in local schools. Outside of the office, she can be found on the tennis court, on horseback, on a hiking trail or visiting one of New England’s many world class museums.
Sharni welcomes conversations with families seeking a thoughtful, long-term partner in their financial lives.