Cheryl Vesely

CFP®, MA

Balance Financial Planning, LLC

Financial Advisor

Cheryl Vesely

CFP®, MA

Balance Financial Planning, LLC

Financial Advisor

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

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

Cheryl Vesely is a Oakland, CA fee-only financial planner. Balance Financial Planning, LLC 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 Vesely is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Cheryl Vesely 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

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.

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

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

Professional Designations & Affiliations

Contact Cheryl Vesely

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Office Locations:

  • 5438 Shafter Ave
    Oakland, CA 94618

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