Cherie Church (CAIA, CFP®, MBA)

Cherie Church focuses in the
following client markets or areas of practice:
- Hourly
- Investment Advice without Ongoing Management
- LGBT Couples and Families
- Novice Investors
- Retirement Plan Investment Advice
- Tax Planning
- Hourly
- Investment Advice without Ongoing Management
- LGBT Couples and Families
- Novice Investors
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Hi, I’m Cherie Church.
I specialize in helping women manage their money and expand what is possible with their finances.
With over 25 years in finance and investments, I bring all my experience to help my clients have clarity, confidence, and peace of mind about their financial future.
I look forward to exploring how I can help you!Additional Information
Cherie is a member of the Financial Planning Association and the Garrett Planning Network. She holds a BBA in Financial Economics and an MBA from the London School of Business & Finance. She is a CERTIFIED FINANCIAL PLANNER™ professional and is also a member and charterholder of the Chartered Alternative Investment Association (CAIA).
NAPFA Start Date
June 01, 2021