Cherita Church (CAIA, CFP®, MBA, RICP®)

Cherita Church focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Novice Investors
  • Women's Financial Planning Issues

Additional Information

Hello, I’m Cherie!

Many people think financial planning is about spreadsheets, dollars and technical jargon.

But they’re wrong. It’s not about money. It’s about what money makes possible. Most people simply need clarity. They need someone to explain their financial options without the jargon and help them map out a clear path toward their life goals.

I spent over two decades in institutional investment management, then realized I wanted something more… I wanted work to feel more personal, more impactful. That’s why I built my firm to serve people—not portfolios.

I specialize in supporting individuals who:

• Are planning to retire within the next 10–12 years
• Are starting over after a divorce or loss, and want a clear path forward
• Are new to investing and want to feel in control

If you see yourself in one of these places, I invite you to an introductory call.
There’s no pressure, just thoughtful conversation about how we might help you move toward your goals.

NAPFA Start Date

April 07, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

710 Roy St, Suite 1001 Houston , TX 77007 Phone: (713) 730-9633