Cheryl J. Sherrard, CFP<sup>&reg;</sup> - Financial Advisor

Cheryl J. Sherrard, CFP®

MA, NAPFA

Director of Financial Planning

Clearview Wealth Management

6836 Carnegie Blvd., Suite 200
Charlotte, NC 28211
FINANCIAL ADVISOR'S WEBSITE
(704) 837-4317 CONNECT WITH Cheryl
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General

Cheryl Sherrard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clearview Wealth Management in Charlotte, NC and the surrounding communities.

Financial Advisor Overview

We are a small boutique firm who places the client first.  We emphasize comprehensive care of our clients, have a transparent fee structure and desire long-term relationships with clients and their families.

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Financial Advisor Experience

Experienced in assisting clients as they approach and move through retirement, as well as helping adult children manage their aging parent's financial issues.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - NAPFA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources