Cheri Stein, CPA, CFP®, CIMA®, Relationship Manager specializes in investment consulting and wealth management for high net worth individuals and their families. She provides a wide range of holistic financial planning and investment services including tax-efficient portfolio construction, personal financial planning and education funding alternatives. Additionally, Cheri has been instrumentally involved in developing several internal training programs within the firm.
Cheri received her bachelor of arts degree from Taylor University. She is also certified as an investment management analyst by the Investment Management Consultants Association, which involved coursework and an examination taken at the Wharton School. Cheri is one of only approximately 5,500 people nationwide to hold this prestigious designation. Her professional affiliations include American Institute of Certified Public Accountants, Michigan Association of Certified Public Accountants, Financial Planning Association, and Inform of Michigan, a professional women’s alliance.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
