It’s been said that Cheryl has an octobrain, thought to be a "non-stop multi-level processor" that is constantly seeking strategies for her clients’ financial situations. Her distinct ability to help demystify complex concepts and communicate them to her clients in terms they can easily understand is what we believe makes her a sought-after wealth advisor in our well performing Silicon Valley community.
Cheryl’s work ethic demonstrates her core value of accountability as she guides her clients beyond an accumulation mindset and into legacy creation. Each client’s life circumstances are an intriguing puzzle to Cheryl and she happily digs deep to find the pieces her clients need to help them enjoy the financial life of their dreams.
Cheryl’s over 30 years of experience are built on a foundation of integrity and respect for the clients she serves, and she feels “blessed to be able to provide guidance that creates a ripple effect through multiple generations.”
In her free time, Cheryl loves to hike, rock climb, and scuba dive. Cheryl admits she’s a bit of an adrenaline junkie and has been known to travel to exotic locations just to dive with hammerheads and whale sharks. You might also find her rappelling over the edge of a hundred foot cliff - because it’s there.
Cheryl's commitment to animals and their welfare has led to her longtime involvement with The Monterey Zoo where she has sponsored safe homes for rescued lions, lemurs, and sloths. More recently, Cheryl has become involved in Rhino conservation through the International Rhino Foundation and Care For Wild. Her favorite local hobby is relaxing at home with her “K9-furkids” and a nice glass of Cabernet.
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