Robert Cherry
Senior Wealth Advisor | PhD Student in Personal Financial Planning | CFP® Professional | Financial Therapy | Professor of Finance
- Role
- Senior Wealth Advisor at Charles Schwab
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Robert Cherry
As a Senior Wealth Advisor at Schwab Wealth Advisory, I guide high-net-worth individuals…
Experience
Senior Wealth Advisor
Oct 2025 — Present
Develop deep relationships with high-net-worth clients, acting as a trusted financial partner for multi-generational families and complex financial needs.Design personalized financial plans that incorporate investment management, multi-year tax strategies, estate planning, retirement distribution, educational funding, and risk management.Conduct detailed client discovery meetings to align strategies with individual life goals, risk tolerance, and values.Specialize in advanced topics such as Roth conversions, legacy and philanthropic planning, tax-efficient retirement income strategies, and Social Security optimization.Collaborate with attorneys, accountants, and Schwab’s internal teams to ensure all aspects of a client’s financial life are addressed cohesively.
Education
Grand Canyon University
Bachelor of Arts - BA, Finance and Economics
2020
Kansas State University
Doctor of Philosophy - PhD, Personal Financial Planning
College for Financial Planning
Master of Science - MS, Personal Financial Planning
Kansas State University
Financial Therapy Certificate, Behavioral Finance
College of the Sequoias
Business Administration and Management, General
2018 — 2019
Modesto Junior College
Business Administration and Management, General
2020 — 2020
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