Sheri A. Winegardner,  CFP<sup>&reg;</sup> - Financial Advisor

Sheri A. Winegardner, CFP®

HeimLantz Financial Advisors

180 Admiral Cochrane Drive, Ste 520
Annapolis, MD 21401
FINANCIAL ADVISOR'S WEBSITE
(410) 841-5575

General

Sheri Winegardner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at HeimLantz Financial Advisors in Annapolis, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Starting a Family, Sudden Wealth, Special Needs, Women's Finances

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