Cheryl Sherrard (CFP®, MA)

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

  • Baby Boomers
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Silent Generation
  • Women's Financial Planning Issues

Planning Specialties

Cheryl assists clients with advanced planning needs, including generational wealth transfer strategies, retirement income planning, tax management in retirement, and appropriate risk management strategies. She helps clients communicate family values and goals between generations. Cheryl’s Master of Arts in Gerontology enables her to proactively plan for aging clients and their families by addressing later life concerns they may encounter, helping them stay in better control of their situation. 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 “

Additional Information

Cheryl believes that exceptional client care involves a deep understanding of each family’s unique situation, resources, and goals. She believes listening well is one of her greatest gifts to clients and is trained as a Stephen Minister to better focus on hearing her clients. Cheryl views her client’s financial situation as a set of interrelated 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 they can control and reduce the impact of those aspects which are out of their control. She believes 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 Carnegie Blvd., Suite 200 Charlotte, NC 28211 Phone: (704) 837-4317 Fax: (980) 322-0465