Michael Sherman
Comprehensive Financial Planner, Financial Neutral
- Role
- Owner at Sherman Wealth Solutions Llc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Michael Sherman
I am a financial planning professional who has passed the Certified Public Account (CPA)…
Experience
Owner
Jan 2023 — Present
Additional disclosures can be found at our website : https://shermanws.com/disclosures/
Education
Virginia Tech
Bachelors of Science, Finance
2007 — 2011
Fordham Gabelli School of Business
Master of Science (M.S.), Taxation
2013 — 2014
Skills
- Asset Allocation
- Estate Tax Planning
- Financial Analysis
- Retirement Planning
- Corporate Tax Planning
- Microsoft Office
- Strategic Financial Planning
- Financial Planning
- Estate & Gift Taxation
- Business Tax Planning
- Personal Tax Planning
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