Cheryl Sherrard (CFP®, MA)

Cheryl Sherrard focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs

Planning Specialties

Cheryl assists clients with advanced planning needs, including executive benefit and option plans, generational wealth transfer strategies, retirement income planning, risk management and retirement community selection strategies. She assists families with communicating family values and goals for their financial well-being between generations. Cheryl specializes in proactively planning for aging clients and their families by addressing topics in advance of their occurrence to enable a wide variety of possible outcomes. She is a resource for community options available to clients and assists the sandwich generation in prioritizing and coordinating their sometimes competing concerns about both  financial and family needs. Cheryl has been a national conference speaker on aging issues and has been quoted in national publications on these topics.  Her e-book entitled "Family Conversations About Aging" seeks to assist families in having the difficult conversations about later life.

Additional Information

Cheryl believes that exceptional client care involves a deep understanding of each family's unique situation, resources, and goals.  Cheryl views her client's financial situations as a complex set of moving parts, which need to work together to help them achieve their lifelong goals.  She helps clients evaluate the risks to their future, concentrate on the aspects of their financial lives which they have direct control over and reduce the impact of those aspects which are out of their control. Her wealth management approach is thorough and ongoing.  The financial planning process is a never-ending one, because each person's life is continually changing and their plan must be dynamic and adapt to those changes.

NAPFA Start Date

June 16, 2004


This Office

6836 Morrison Blvd., Suite 200 Charlotte, NC 28211 Phone: (704) 837-4317 Fax: (980) 322-0465