Cheryl Vesely (CFP®, MA)

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

Cash Flow/Budgets/Credit Issues

College/Education Planning

Hourly

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Real Estate Investments

Planning Specialties

Financial Planning: We provide Bay Area professionals and families with practical insights that allow them to make informed financial decisions. Common questions include: How much do we need to save for retirement? How do we manage our stock grants? Is rental property a good fit? How do we prioritize paying off our student debt? We develop strategies that allow clients to answer these types of questions and reach their objectives.

Investment Planning: We develop an investment program using low cost, diversified strategies specific to your needs by understanding your current life goals, assessing your personal risk tolerance, and knowing when you will need access to your money. We provide ongoing investment services, or we can provide clear action steps so you can put your own investment program in place.

Cash Flow Planning: There are many events in life that affect your cash flow — changing jobs, buying a house, receiving an inheritance, starting a family, obtaining stock grants, retiring, etc. Our cash flow planning services provide strategies to best manage their impact on your income, taxes, and savings.

Additional Information

Cheryl Vesely is an Oakland based financial planner. She earned a graduate certificate from the UC Berkeley Personal Financial Planning Program in 2005 and earned her Certified Financial Planning™ certificate in 2008. Cheryl also earned a Masters of Economics from Georgetown University and Bachelors of Science in economics from University of California at Santa Barbara.

Cheryl has worked over fifteen years in the finance industry and over five years providing personal financial planning and investing services. Most recently, Cheryl worked at a financial advisory firm helping California public school districts obtain financing from the capital markets. She has also worked at the World Bank, National Bureau of Economic Research, Barclays Global Investors and Wells Fargo.

Cheryl lives with her husband and two daughters in Oakland, California. She enjoys baking and cooking, running, reading, and spending time with family and friends.