Roy Sherman (CFA, CFP®)

Roy Sherman focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management

NAPFA Start Date

January 30, 2024

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This Office

1500 Palma Dr., Suite 133 Ventura, CA 93003 Phone: (805) 655-5062