Cherie Church (CAIA, CFP®, MBA)

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

College/Education Planning

Corporate Executives

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice without Ongoing Management

Retirement Plan Investment Advice

Tax Planning

Planning Specialties

We bring clarity to broad ranging areas, including but not limited to the following: Investment review and analysis Retirement planning Tax planning Cash management Education funding Goal setting Estate planning review Insurance review

Additional Information

After a 20-plus year career in investment management, Cherie crossed over from Wall Street to Main Street in search of personal fulfillment in her work-life; this led the founding of C&C Financial Advisory. Cherie has long believed in the life changing impact of financial planning, and she is passionate not only about helping her clients grow their wealth - but crucially, about empowering them to enjoy it. Her career began in London’s financial district, “The Square Mile”, before moving to the United States over 15 years ago. Prior to founding C&C Financial, Cherie sharpened her expertise in portfolio analytics and investment performance research while working for some of the largest global money managers, including Goldman Sachs and Barclays Global Investors. She also became immersed in the principles of intergenerational investing during her time at The University of Texas Investment Management Company, a top-tier endowment firm. Cherie holds a bachelor’s in Financial Economics from London Guildhall University and a Master’s in Business Administration from the London School of Business & Finance. She is a member and charter holder of the Chartered Alternative Investment Association (CAIA) and is also a CERTIFIED FINANCIAL PLANNERTM professional.