Cheryl Ober (BA, CFP®, MBA)

Cheryl Ober focuses in the
following client markets or areas of practice:
- Annuities
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Divorce Planning
- Annuities
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Divorce Planning
Planning Specialties
I love to work with people in the 10-15 years before retirement, helping them navigate the critical years leading up to retirement. I also work with people navigating unexpected life events such as death or divorce. I am a cash flow advisor, and am well versed in helping people with budget and cashflow issues and can help all clients regardless of age gain an understanding of debt and budgeting in maintaining control of their financial lives.
NAPFA Start Date
September 24, 2018