Cheri Franklin CFP®, AIF®, CRPC®
Cheri brings to our firm over 25 years of experience in financial services working with individuals, couples, and retirement plans for small and mid-sized companies. She is the first point of contact for our new clients. Cheri enjoys working with our clients to establish attainable goals, particularly with respect to retirement planning and transitioning into retirement. She ensures that our clients' asset allocations are consistent with their goals and engages in ongoing communication with each client and their designated estate planning and financial (e.g., accountant) professionals. She oversees the daily operations of the firm and negotiates contracts with our providers to ensure our clients have access to the highest quality investment platforms at a fair price.
The early part of Cheri's career began in 1992 as a Financial Consultant in Newport Beach for a major New York based wealth management firm. She later moved to the investment services division of Bank of America where she provided investment management services to clients in Orange County. Prior to launching Clarity, she served as a Vice President for a registered investment advisor firm and managed over $100 million in assets for individual clients and employer 401(k) plans.
Pepperdine University, B.S. in Management, Graziadio School of Business and Management
Northwestern University, School of Professional Studies, Certified Financial Planner™ Program Certificate
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Accredited Investment Fiduciary (AIF®)
Chartered Retirement Planning Counselor (CRPC®)
Memberships and Affiliations:
Beta Gamma Sigma (BGS) Business Honor Society - Los Angeles Chapter
Series 65 license
Cash Balance Consultant (CBC) for Cash Balance Defined Benefit Pension Plans