Cherie Church
MBA, CAIA®, CFP®
Oshun Financial Planning
Principal
Cherie Church
MBA, CAIA®, CFP®
Oshun Financial Planning
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Cherie Church, MBA, CAIA®, CFP®
Oshun Financial is an independent advisory firm. We pride ourselves on delivering practical, no-fluff, financial advice that addresses your needs.
Meet Cherie Church
After over 20 years in institutional investment management, which started in London’s financial district and continued on Wall Street, Cherie founded Oshun Financial Planning to help everyday individuals and families improve their financial outcomes.
At Oshun Financial, we believe that everyone deserves access to professional financial planning; this is why our fees are based on the services you need - not on the size of your assets. We do not receive commissions or referral fees for our service, so you can be confident of receiving unbiased advice.
An unusual feature of our service is that we do not seek access to your investments, we bring the expertise and guidance to help YOU manage your money.
Cherie is a member of the National Association of Personal Financial Planners and the Financial Planning Association. She holds a BBA in Financial Economics and an MBA from the London School of Business & Finance. She is a CERTIFIED FINANCIAL PLANNER™ professional and is also a member and charterholder of the Chartered Alternative Investment Association (CAIA).
Cherie Church is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Cherie Church
Office Locations:
-
2929 Allen Pkwy
Suite 200
Houston, TX 77019
