I take pride in being a full service LPL Financial Planner with Phoenix Wealth Management. I provide a wide range of investment services to a myriad of clientele ranging from individuals, small and large businesses to non-profit organizations.
I have over 20 years of experience in the financial service industry, having spent 8 years working for a wall street based financial firm and going out on my own to work independently since 2008. I enjoy using a hands-on approach with each and every one of my clients to help them manage their financial goals and priorities whether it be retirement planning, college savings, tax saving strategies as well as helping small, large businesses and non-profit organizations set up retirement programs for their employees.
I offer a wide range of services from Mutual Funds, Stocks, Bonds, Real Estate Investment Trusts, Commodities, Annuities, and Insurance and hold a number of licenses which include 6,63, 66, 7 with LPL Financial and my California Life Insurance License.
After receiving a full scholarship to the University of Arizona for Basketball I understand the importance of teamwork, dedication, follow through and committed to helping you pursue your financial goals.
I’m extremely passionate about giving back and serve as the President of the Reginald J. Phoenix Scholarship Fund Inc. I along with other family members set up a scholarship fund in the name for my late father who passed in 2014. He instilled in me the importance of helping our youth and making sure that they know that they can do anything that they put their mind to.
Sheryl is an experienced administrative assistant with over 25 years in the financial services industry. Prior to joining Phoenix Wealth Management and LPL Financial, she worked for AIG and UBS. She held a California Life and Health insurance license for 17 years. She has specialized in operations, management, compliance, licensing and contracting, office administration training, and tax preparation.
Sheryl graduated from the University of Colorado with a bachelor of arts degree in Psychology and Art History.
Sheryl was born and raised in La Jolla, California, before moving to Boulder, Colorado where she completed high school and college. She loves to travel the world and spends two weeks each year in Palm Springs and Palm Desert.
She is an active volunteer for Promises2Kids San Diego Center for Children, Polinsky Children’s Center, Camp Connect, Guardian Scholars, and Foster Funds.