Cheryl  Vesely

Cheryl Vesely

| CFP®, MA

Balance Financial Planning, LLC

510.847.7432

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Fee-Only Financial Planner serving the Oakland, CA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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5438 Shafter Ave
Oakland, CA 94618

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Cheryl Vesely is an Oakland, CA Fee-Only Financial Planner serving Oakland and all surrounding areas. Balance Financial Planning, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Cheryl Vesely is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Cheryl Vesely earned a graduate certificate with distinction from the UC Berkeley Personal Financial Planning Program in 2005 and earned her Certified Financial Planning™ certificate in 2008. Cheryl also earned a Masters of Economics from Georgetown University and Bachelors of Science in economics from University of California at Santa Barbara.

Cheryl has worked over fifteen years in the finance industry and over five years providing personal financial planning and investing services. Most recently, Cheryl worked at a financial advisory firm helping California public school districts obtain financing from the capital markets. She has also worked at the World Bank, National Bureau of Economic Research, Barclays Global Investors and Wells Fargo.

Cheryl lives with her husband and two daughters in Oakland, California. She enjoys baking and cooking, running, reading, and spending time with family and friends.

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I started Balance Financial Planning with a desire to provide objective, practical financial planning and investing advice to help individuals and families manage their finances and plan for the future.

Having a plan in place for your finances is the first step to reaching many of your goals. Whether it’s saving for retirement, starting your own business, staying home with the kids, or traveling around the world, having a plan in place today will give you more options and freedom in the future.

I help people find strategies to reach their goals and develop personal plans that create a more organized and less stressful financial life.  My investing philosophy is to use mainly low cost index and exchange-traded funds to design a diversified portfolio that builds wealth over time.

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