Cherie Church (CAIA, CFP®, MBA)

Cherie Church focuses in the
following client markets or areas of practice:

College/Education Planning

Hourly

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Socially Responsible Investments

Planning Specialties

After over 20 years in institutional investment management (which started in London’s financial district and then continued on Wall Street), I founded Oshun Financial to create fulfillment in my work-life.

Financial life planning is very personal to me – because it transformed my life. This background, along with my investment expertise and my training in financial planning enables me to center my client relationships around what is most meaningful to them. To me, financial planning is not a transaction, and proper planning should improve your life, not just your portfolio.

Additional Information

Cherie holds a BBA in Financial Economics from London Guildhall University and an MBA from the London School of Business & Finance. She is a member and charterholder of the Chartered Alternative Investment Association (CAIA) and she earned the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planner Board of Standards.