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
- 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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