Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® Email and Phone Number
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® work email
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Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® personal email
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
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OwnerSherman Wealth Solutions Llc Jan 2023 - PresentCharlotte, North Carolina, UsAdditional disclosures can be found at our website : https://shermanws.com/disclosures/
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PartnerVineyard Financial Partners Oct 2021 - Jan 2023At 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. Vineyard considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Vineyard generally retains copies of information that Vineyard Wealth or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Vineyard or the securities regulators.Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Vineyard Wealth’s Advisory Persons after entering into an advisory agreement and provided Vineyard Wealth with all requested background and account information.If you have any questions regarding our policies, please Contact Us at info@vineyardfp.com.Additional disclosures found on our website https://vineyardfp.com -
OwnerMichael J. Sherman, Cpa, Pllc. Jan 2017 - Oct 2021
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Wealth AdvisorRaymond James Sep 2016 - Jul 2021St. Petersburg, Florida, Us“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 CFP®(with flame design) in the U.S., which it awards to individuals who successfullycomplete CFP Board's initial and ongoing certification requirements.Investment advisory services offered through Raymond James Financial Services Advisors, Inc. -
Financial Planner And Senior Tax ConsultantSullivan Cpa, Pa Jan 2019 - Oct 2020Charlotte, Nc, Us -
Wealth AdvisorTraust Sollus Wealth Management Jul 2014 - Aug 2016Princeton, New Jersey, UsTraust 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 financial goals, your wealth advisor will recommend an investment approach, and will explain how our proprietary planning approach and your "Road Map" will help you achieve your goals within your desired time horizon. Our proprietary process for helping clients preserve and manage their wealth has been granted registered status by the U.S. Patent and Trademark office, and has garnered national recognition by publications as diverse as Worth, Medical Economics and The New York Times. While customized, the Traust Sollus approach is not for everyone - we're in partnership solely with clients who are here for the long-term; clients who understand that this is the key to eventual success.Wealth management advisory work with clients includes financial planning, investment portfolio structuring and management, strategic analysis and support in cash flow management, tax planning and preparation, retirement planning, trust and estate planning, planned giving and risk management/insurance planning. -
Individual And Business Entity Taxation InternBridgewater Advisors Inc. Feb 2014 - Jun 2014New York, Ny, Us -
Associate Wealth ManagerHightower May 2013 - Feb 2014Chicago, Il, Us- 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 and objectives on an ongoing basis - Advise on our fee based investment advisory businesses including unified managed accounts, separately managed accounts, and mutual fund and ETF discretionary account platforms- Perform in depth portfolio analysis and construction with a focus on traditional long only equity and fixed income managers as well as alternative investments such as managed futures, real estate, commodities and hedge funds. - Routinely prepare and present proposals for high net worth clients including families, foundations and endowments, and small business owners - Perform ongoing due diligence on third party money managers -
Associate Wealth AnalystHightower Jul 2011 - May 2013Chicago, Il, UsProvide 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.
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InternFerguson Johnson Wealth Management, Inc. Jun 2010 - Aug 2010Rockville, Md, Us
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® Skills
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® Education Details
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Fordham Gabelli School Of BusinessTaxation -
Virginia TechFinance
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Winston Churchill High School
Frequently Asked Questions about Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®
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 the current company?
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®'s current role is Comprehensive Financial Planner, Financial Neutral.
What is Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®'s email address?
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®'s email address is mi****@****mes.com
What schools did Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® attend?
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® attended Fordham Gabelli School Of Business, Virginia Tech, Winston Churchill High School.
What are some of Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa®'s interests?
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® has interest in Washington Redskins, Virginia Tech Hokies.
What skills is Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® known for?
Michael Sherman, Cpa, Cfp®, Cpfa, Cdfa® has skills like Retirement Planning, Financial Analysis, Strategic Financial Planning, Financial Planning, Microsoft Office, Asset Allocation, Personal Tax Planning, Business Tax Planning, Corporate Tax Planning, Estate Tax Planning, Estate And Gift Taxation.
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