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

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).