Cheryl Sherrard

CFP®

Clearview Wealth Management

Director of Planning & Financial Advisor

Cheryl Sherrard

CFP®

Clearview Wealth Management

Director of Planning & Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Cheryl Sherrard, CFP®

Fee Only Financial Planner Located in Charlotte, NC and Serving Clients Nationwide

Cheryl Sherrard is a Charlotte, NC fee-only financial planner. Clearview Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Cheryl Sherrard is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Cheryl is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™ professional, and one of the founding members of the Clearview Wealth Management team. She serves as a Senior Financial Advisor and the Director of Financial Planning.

Cheryl’s passion for exceptional client care and expertise in the planning arena allows her to develop customized financial plans for clients ensuring that they can make well-educated, informed decisions about their futures. As Director of Financial Planning, Cheryl researches planning issues, educates other Financial Advisors on complex topics, and ensures that all client financial planning needs are proactively addressed.

She focuses much of her time assisting clients with executive benefit plans, generational wealth transfer, trust management, and later life issues for aging clients. 

Cheryl is an active member of the Financial Planning Association (FPA) and has held leadership positions within NAPFA and on the Advisory Board for the Journal of Financial Planning.  She presents  consumer webinars and national conference advisor presentations on Aging Clients and Sandwich Generation issues, was featured on the Wall Street Journal's "Voices" section, and has been quoted in national publications on a variety of issues.  To see examples of the types of assistance she provides to clients, click here.

Cheryl Sherrard is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Clearview Wealth Management was established when three of Charlotte’s financial planning and investment management professionals – Eric Clark, Cheryl Sherrard and Treven Ayers –decided to combine their 60 years of collective experience to form a client-centered firm built on the principles they believe in:

  • Commitment to a lifelong partnership with each client built on a cornerstone of trust. Clearview’s primary focus is on the needs of the client and their successive generations.
  • Focused expertise and technical knowledge to provide well-researched and appropriate solutions for each client.
  • A customized approach to financial planning and investment management that is unique to each client and evolves as the client’s priorities change over the course of their life.
  • A fee only, fully transparent pricing model which allows for unbiased advice with no hidden agendas. No commissions, no confusion.
  • A firm-wide commitment to give back to the community through volunteering, board service and charitable giving.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Later Life Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Women Aging Alone
  • Business Owners and Executives
  • Sudden Money Situations
  • Senior Adults & their Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Cheryl Sherrard

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Office Locations:

  • 2115 Rexford Road
    Suite 316
    Charlotte, NC 28211

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