Cheryl began her career with Waddell & Reed in 1988 after graduating from the University of California, Santa Cruz with Bachelor’s Degrees in Business Economics and Psychology. She attained her Certified Financial Planner® certification in 1993.
For more than 25 years, Cheryl has assisted her clients with the many steps of their financial journeys and she believes that comprehensive financial planning is the foundation to making informed decisions for your financial future.
In her free time, Cheryl and her significant other, Derek, love to hike, rock climb, and scuba dive. Her favorite local hobby is relaxing with her two giant breed “K9-furkids”, Artemis and Mossimo. Cheryl is also involved with The Monterey Zoo* and Humane Society of Silicon Valley* and enjoys participating in their annual fundraisers.
CA Insurance License #0A48190
*Waddell & Reed is not affiliated with any other organizations referenced herein. 06/18