“Helping women navigate life’s biggest transitions with clarity and confidence.”
Shari Moxley, CFP®, is the CEO and Founder of Investor’s Resource, where she has guided clients for more than 35 years through every stage of life and wealth planning. Recognized in Forbes 2025 as a Top Woman in Wealth Management and a Best in State Advisor, Shari combines financial expertise with compassion to help women turn life’s biggest changes into meaningful choices.
Her book, Change In My Pocket, is a practical and empowering guide for navigating transitions like the loss of a loved one, divorce, retirement, or career shifts. With wisdom and approachable advice, Shari helps readers find clarity, make intentional choices, and move forward with confidence.
Change In My Pocket releases January 6, 2026. Find it at:
Shari is available for keynote presentations, workshops, and private events. Topics include:
Shari divides her time between Huntsville, Alabama and Naples, Florida. When she’s not advising clients or writing, she enjoys tennis, time with her family, and life with her dog, Milo.