Cherita Church (CAIA, CFP®, MBA, RICP®)
Cherita Church focuses in the
following client markets or areas of practice:
- Hourly
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Hourly
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
At FAC, we understand that life doesn’t always move as planned - it shifts, it surprises. My goal is to provide the financial knowledge and framework to help you experience financial confidence today and prepare for tomorrow -- no matter where you stand today.
Cherie is a Certified Financial Planner™ professional and holds the Retirement Income Certified Professional (RICP®) designation. After more than 20 years in institutional investment management, she launched an investment advisory firm to help everyday people gain confidence with their money. Today, she enjoys teaching personal finance and specializes in retirement planning and the financial needs of women.
Cherie is a member of the National Association of Personal Financial Advisors, and the Financial Planning Association.
Additional Information
FAC is committed to serving individuals at every financial stage, with services designed to meet your needs wherever you are.
Our Typical Services:
- Retirement Planning & Investment Advice – Tailored strategies to help you feel confident as you plan for your post-work years.
- Portfolio Review & Investment Analysis – A clear, straightforward look at your portfolio, so you know exactly where you stand.
- Comprehensive Financial Planning – A holistic approach to your finances, covering everything that matters to you.
- Live Financial Planning – A hands-on, focused session to address your most pressing questions and priorities.
You can learn more about us on our website. We’d love the chance to meet you and see whether FAC is the right fit. We offer a free, no-obligation initial consultation to all prospective clients. You can request an appointment here.
NAPFA Start Date
April 07, 2025
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