Cheryl Sherrard

Director of Financial Planning, Minority Owner @Clearview Wealth Management Charlotte, Nc

Charlotte, NC, US

As a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, I partner with individuals and families to help them reach their goals through comprehensive and ongoing financial planning and investing. I am a fiduciary to my clients, offering unbiased advice that is always in the best interest of my clients. My passion for exceptional client care and expertise in the planning arena allow me to develop customized financial plans for clients ensuring that they can make well-educated, informed decisions about their futures. As Director of Financial Planning, I research planning issues, educate clients and other Financial Advisors on complex topics, and ensure that all client financial planning needs are proactively addressed. Much of my time is spent assisting with later life issues for aging clients, wealth transfer situations, trust management, and same-sex planning issues. Clearview Wealth Management is an independent, fee-only Registered Investment Advisor firm that cares deeply about each relationship and is committed to lifelong partnerships with clients and their successive generations.

University of California, Berkeley

Certificate in Personal Financial Planning

Central Piedmont Community College

Aging Studies Certificate

University of Mount Union

B.S., Mathematics and Computer Science

University of North Carolina at Charlotte

Master of Arts - MA, Gerontology