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.

NAPFA Start Date

June 01, 2021

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This Office

2929 Allen Pkwy, Ste 200 Houston, TX 77019-7123 Phone: (713) 730-9633