Cheryl Gross, CFP<sup>&reg;</sup> - Financial Advisor

Cheryl Gross, CFP®

Raub Brock Capital Management

700 Larkspur Landing Circle, Suite 240
Larkspur, CA 94939
FINANCIAL ADVISOR'S WEBSITE
(415) 927-6990

General

Cheryl Gross is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Raub Brock Capital Management in Larkspur, CA and the surrounding communities.

Financial Advisor Overview

Private clients benefit from our comprehensive fee-only approach built around the coupling of investment management and financial planning. We learn about your goals and then create a plan around them, so you can do what you want (and need) to do in life. The plan is then mated to a recommended investment program designed to provide you with clarity, comfort and confidence in your financial future. Our work is provided on a fee-only basis and we do not sell any products or receive any type of commission or finder’s fees. As a result, our interests are aligned with those of our clients.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - ENROLLED AGENT (EA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources