Archive - November 13, 2013

Cheryl is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™ professional, and one of the founding members of the Clearview Wealth Management team. She is a Partner with the firm and serves as a Senior Financial Advisor and the Director of Planning.

Cheryl’s passion for exceptional client care and expertise in the planning arena allows her to develop customized financial plans for clients ensuring that they can make well-educated, informed decisions about their futures. She works with those nearing and in retirement, especially focusing on women who are alone. She is especially sensitive to those adult children dealing with generations of their families and the competing demands on their time and finances.

She focuses much of her time assisting clients with complex estate and gifting situations, trust management and later life issues for aging clients. She has become a vital resource to advisors across the United States, presenting at national conferences on issues for aging clients and clients who fall into the “Sandwich Generation.” She has also been quoted in numerous national publications, including the Wall Street Journal and AARP and speaks in the community on aging topics.