Sheri Cupo

CFP®

SageBroadview Financial Planning LLC

Financial Advisor

Sheri Cupo

CFP®

SageBroadview 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. - Sheri Cupo, CFP®

Experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers

Sheri Cupo is a Farmington, CT fee-only financial planner. SageBroadview 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, Sheri Cupo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
With first-hand experience as a corporate executive, small-business owner and stay-at-home parent, Sheri Cupo is like a Swiss Army Knife: Her varied background has equipped her to help individuals and families cut through an array of financial complexities standing in the way of their most fulfilling lives.

Before beginning her career in financial planning, Sheri served for 15 years as a corporate executive at General Electric (GE). She initiated her tenure in GE’s prestigious Financial Management Program, expanding into a variety of financial and customer service management positions in GE’s Power Systems group. Among her favorite roles was assisting the HR department by providing specialized employee counsel on company pension, 401(k), insurance and Social Security benefits.

Sheri’s GE tenure was rewarding and fulfilling. So, too, was her decision to break from the fast-paced corporate life in 1996 so that she could concentrate more fully on her family, and prepare for a new career as a business owner and financial life planner. During this period, Sheri pursued continuing education in financial planning, with a specialized interest in corporate compensation analysis and management. She also gained first-hand experience in considering family wealth from the vantage point of the at-home parent. In 2001, Sheri became a CERTIFIED FINANCIAL PLANNER™ practitioner and founded SAGE Advisory Group, which merged with BroadView Financial Planning in 2014 to form SageBroadview Financial Planning. Sheri holds a bachelor’s degree in finance from Virginia Tech, graduating Magna Cum Laude. She also is a member and proponent of the National Association of Personal Financial Advisors (NAPFA).

Sheri Cupo 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

OUR CULTURE

At SageBroadview Financial Planning, we believe in clarity. Clarity of purpose. Clarity of mind. Clarity of intent. To champion your financial interests accordingly, we vow to never stop…

1. Learning … Our services are grounded in more than a half-century of evidence-based inquiry into economic and market efficiency, with a sharp eye as well for newly applicable insights.

2. Educating … We consider it our duty and privilege to filter and translate the glut of available information into effective knowledge you can use to make the most of your own investment activities.

3. Caring … Actions speak loudest, so we have built a client-centric focus into the fiber of our business structure. Our transparent, Fee-Only compensation means we have no conflicting interests resulting from any third-party incentives; you, our client, are our sole source of income. We also operate as a Registered Investment Advisor firm, which legally obligates us to serve as your fiduciary advisor, with your highest financial interests as our top priority.

4. Simplifying … As business professionals and former corporate executives ourselves, we understand exactly how much time you have to dedicate to your optimal level of personal wealth management: close to none. Respectful of your busy schedule, our advice is lean and to the point, so you can make the most of each and every financial move you take.

5. Growing … As a successful professional, you know how to acquire wealth. In our growing relationship with you, we help you keep that wealth, and apply it to sustaining your ideal lifestyle over the long haul.

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

  • National Association of Personal Financial Advisors (NAPFA)
    Sheri Cupo is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Sheri Cupo is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Sheri Cupo is a NAPFA-Registered Financial Advisor

    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.

Contact Sheri Cupo

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • Farmington Corporate Park
    6 Executive Dr., Ste. 111
    Farmington, CT 06032
  • Courthouse Plaza
    60 Washington St., Ste. 102
    Morristown, NJ 07960
  • 2 Burlington Woods Drive
    Suite 100
    Burlington, MA 01803

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser