Owner
CurrentAdditional disclosures can be found at our website: https://shermanws.com/disclosures/
Jan 2023 - Present
AeroLeads people directory · profile
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® Email & Phone Number
Comprehensive Financial Planner, Financial Neutral
at
Sherman Wealth Solutions LLC
1 work email found
@raymondjames.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Comprehensive Financial Planner, Financial Neutral
Location
Charlotte Metro, United States, United States
Who is Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®? Overview
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Quick answer
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® is listed as Comprehensive Financial Planner, Financial Neutral at Sherman Wealth Solutions LLC, based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®.
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® previously worked as Owner at Sherman Wealth Solutions Llc and Partner at Vineyard Financial Partners. Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® holds Master Of Science (M.S.), Taxation from Fordham Gabelli School Of Business.
Company email context
Email format at Sherman Wealth Solutions LLC
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*@raymondjames.com
68% confidence
AeroLeads found 1 current-domain work email signal for Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®. Compare company email patterns before reaching out.
Profile bio
About Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®
I am a financial planning professional who has passed the Certified Public Account (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) exams. I excel in providing comprehensive financial planning to high-net-worth individuals and recommending asset allocations, life insurance, irrevocable trusts, and increased participation in tax-advantaged plans.There is nothing more important to me than maintaining a high-touch client focus and advising clients through the financial decision making process. I review investment policy statements, goals and objectives on an on-going basis to ensure my clients are always advancing towards their goals. I believe that when my clients succeed, I succeed.WEALTH MANAGEMENT:Wealth Management Services offered through Sherman Wealth Solutions LLC , a fiduciary and registered investment advisor (RIA). Advisory Services are rendered solely through the RIA and its registered investment advisor representatives. Recommendations of any insurance products and tax strategies are offered through Sherman Wealth Solutions separate Affiliated entities.INSURANCE:Insurance services are offered through Sherman Insurance Solutions LLC, an affiliate of Sherman Wealth Solutions LLC. Sherman Insurance Solutions and its representatives when providing advice related to insurance services and products are separate from fiduciary services provided by Sherman Wealth Solutions LLC.TAX:Tax services are offered through Sherman Tax Solutions LLC, an affiliate of Sherman Wealth Solutions LLC. Sherman Tax Solutions and its representatives when providing advice related to tax services are separate from fiduciary services provided by Sherman Wealth Solutions LLC.Specialties: Financial Planning
Listed skills include Retirement Planning, Financial Analysis, Strategic Financial Planning, Financial Planning, and 7 others.
Current workplace
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®'s current company
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10 roles
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® work experience
A career timeline built from the work history available for this profile.
Partner
At Vineyard Financial Partners, we take an integrated approach to your future. By looking at your whole financial portfolio, including insurance, accounting, and outcome planning, we determine the best course of action for you as a cohesive unit. Vineyard may utilize third-party Website, including social media Website, blogs, and other interactive content..
Oct 2021 - Jan 2023
Owner
Michael J. Sherman, Cpa, Pllc.
Jan 2017 - Oct 2021
Wealth Advisor
“Securities offered through Raymond James Financial Services, Inc., MemberFINRA/SIPC” and "Williamson Wealth Group is not a registeredbroker/dealer and is independent of Raymond James FinancialServices, Inc."Certified Financial Planner Board of Standards Inc. owns the certification marksCFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and.
Sep 2016 - Jul 2021
Financial Planner And Senior Tax Consultant
Jan 2019 - Oct 2020
Wealth Advisor
Traust Sollus is an exclusive wealth management firm, delivering exceptional financial advice on Personal Financial Planning, Investing, Tax Planning and Preparation, Retirement Planning and Business Consulting to a select group of loyal clients. At Traust Sollus, your financial plan is created uniquely for you. After meeting with you and discussing your.
Jul 2014 - Aug 2016
Individual And Business Entity Taxation Intern
Feb 2014 - Jun 2014
Associate Wealth Manager
- Provide comprehensive financial planning to high-net worth individuals recommending asset allocations, life insurance, irrevocable trusts, and increased participation in tax-advantaged retirement plans - Maintain a high-touch client focus and advise clients throughout the financial decision making process. Review investment policy statements, and goals.
May 2013 - Feb 2014
Associate Wealth Analyst
Provide comprehensive financial planning and portfolio support to our advisors. Along with excellent client service, I also provide investment manager research and due diligence, technology and marketing support.
Jul 2011 - May 2013
Jun 2010 - Aug 2010
3 education records
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® education
Master Of Science (M.S.), Taxation
Fordham Gabelli School Of Business
Bachelors Of Science, Finance
Virginia Tech
Education record
Winston Churchill High School
FAQ
Frequently asked questions about Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®
Quick answers generated from the profile data available on this page.
What company does Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® work for?
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® works for Sherman Wealth Solutions LLC.
What is Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®'s role at Sherman Wealth Solutions LLC?
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® is listed as Comprehensive Financial Planner, Financial Neutral at Sherman Wealth Solutions LLC.
What is Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®'s email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® at Sherman Wealth Solutions LLC.
Where is Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® based?
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® is based in Charlotte Metro, United States, United States while working with Sherman Wealth Solutions LLC.
What companies has Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® worked for?
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® has worked for Sherman Wealth Solutions Llc, Vineyard Financial Partners, Michael J. Sherman, Cpa, Pllc., Raymond James, and Sullivan Cpa, Pa.
How can I contact Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®?
You can use AeroLeads to view verified contact signals for Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® at Sherman Wealth Solutions LLC, including work email, phone, and LinkedIn data when available.
What schools did Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® attend?
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® holds Master Of Science (M.S.), Taxation from Fordham Gabelli School Of Business.
What skills is Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® known for?
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® is listed with skills including Retirement Planning, Financial Analysis, Strategic Financial Planning, Financial Planning, Microsoft Office, Asset Allocation, Personal Tax Planning, and Business Tax Planning.
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