Cheri Franklin (AIF®, CFP®, CRPC®)

Cheri Franklin focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

  • Flat-Fee Financial Planning - Retirement Planning, Retirement Income, College Planning, Estate Planning Review, and Charitable Giving Strategies

  • Personal Risk Assessment and Asset Allocation

  • Flat-Fee Investment/Portfolio Management

  • No Cookie Cutter Model Portfolios - Custom Investment Portfolio Options. We can incorporate your exisitng, sensible low-cost investments into a diversified investment portfolio.

  • Tax-Efficient, Low-Cost Investment Portfolios comprised of Dimensional Fund Advisors and Vanguard mutual funds.

  • Employer Retirement Plan Asset Allocation and Advice

  • 529 College Savings Plans 

  • Donor Advised Funds for Charitable Giving

  • Quarterly Client Meeting and Portfolio Monitoring - We review your accounts every quarter to make sure your allocation is consistent with your goals.

  • Portfolio Rebalancing and Tax Loss Harvesting, as needed

  • Quarterly Portfolio Performance Reporting and Gain/Loss Accounting 

  • Annual Risk Assessment and Wealth Plan Overview - To keep you on track.

  • Other Services - Roth Conversions, Required Minimum Distributions, and Retirement Rollovers

  • Account Setup and Transfer Documents 

  • We work together with your financial professionals - Accountants and estate planning attorneys.

Additional Information

Cheri Franklin, CFP®, AIF®, CRPC® is the President of Clarity Capital Advisors. 

Cheri brings to our firm over 25 years of experience in financial services working with individuals, couples, and retirement plans for small and mid-sized companies. She is the first point of contact for our new clients. Cheri enjoys working with our clients to establish attainable goals, particularly with respect to retirement and college planning. She ensures that our clients' asset allocations are consistent with their goals and engages in ongoing communication with each client and their designated estate planning and financial (e.g., accountant) professionals. She oversees the daily operations of the firm and negotiates contracts with our providers to ensure our clients have access to the highest quality investment platforms at a fair price.

 

Education:

  • Pepperdine University, B.S. in Management, Graziadio School of Business and Management

  • Northwestern University, School of Professional Studies, Certified Financial Planner™ Program Certificate

Designations:

  • CERTIFIED FINANCIAL PLANNER™ professional (CFP®)

  • Accredited Investment Fiduciary (AIF®)

  • Chartered Retirement Planning Counselor (CRPC®) 

Memberships and Affiliations

  • Beta Gamma Sigma Business Honor Society - Los Angeles Chapter

  • Orange County Financial Planning Association

  • National Association of Personal Financial Advisors

 

NAPFA Start Date

July 06, 2018

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This Office

100 Spectrum Center Dr Ste 900 Irvine, CA 92618-4974 Phone: (800) 345-4635