She's been advising clients since 1992 in the areas of investment and wealth planning, including allocation, investment planning and management, retirement, tax and estate planning. During that time she has advised clients through a number of stock market corrections. She understands the economy, the markets and how these factors can intertwine with the portfolio. She graduated from Villanova University with a bachelor's in Business and Finance. She holds the CERTIFIED FINANCIAL PLANNER™ certification as well as the Series 7, 31, 63 and 65 securities registrations. She also offers insurance products, including annuity, disability, life and long-term care insurance licenses. These registrations and licenses allow her to offer diversified portfolios in order to help manage investment risk for her clients.
She works with her clients to manage and preserve multi-generational wealth. Her areas of specialty include the design and management of investments, retirement, estate, and tax planning strategies.
Clients invest for their future; their retirement, their children’s and grandchildren’s education, and even to create a legacy so that they can make a difference in society. She diversifies client's portfolios by offering a variety of products and services, but also offering client's protection through various types of insurance products.
She's worked with some of the largest companies in the U.S to educate their employees on a variety of financial education topics. Some of these companies include BAE Systems, Boeing, Nokia, Department of Defense and Department of Transportation.
Cheryl believes strongly in transitional planning. Whether that transition is a divorce, a spousal death, relocation or an upcoming retirement, the sooner you contact Cheryl the more options you may have available. Going through transition is always difficult, but she'll make it as easy as possible for you by providing access to some of the best options available. She can also advise when receiving a large lump sum payment through either inheritance, settlement, or an early retirement.
She offers a no obligation, complimentary consultation and a second opinion consultation. Contact her for more information.
CA License #0C37314
Raymond James does not provide tax or legal services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.