Cheryl Christensen, CFP, MBA

Background and experience

Cheryl Christensen’s passion for investing began at an early age, sparked by a childhood board game from her parents—Stocks & Bonds—that introduced her to the dynamics of the market. What started as curiosity quickly evolved into a lifelong pursuit of understanding how thoughtful investing can create meaningful opportunity.

 

After earning her undergraduate degree from the University of Florida, Cheryl began her professional career in the media industry. While working, she completed her MBA, which further fueled her interest in financial markets and ultimately led her to transition into wealth management.

 

Cheryl began her career as a financial advisor in 2004 with a predecessor firm of Wells Fargo Advisors and earned her CERTIFIED FINANCIAL PLANNER® certification in 2008. She has been recognized as a Forbes Best-in-State Wealth Advisors in 2024, 2025, and 2026.

 

She believes every successful client relationship begins with a plan. Cheryl takes a thoughtful, consultative approach—seeking to understand each client’s financial picture, personal goals, risk tolerance, and family dynamics. She develops customized investment strategies designed to evolve over time, adjusting as circumstances and priorities change.

Cheryl works closely with clients’ tax and legal professionals to help ensure that more advanced planning strategies are implemented thoughtfully and effectively.

 

Beyond the Office

Cheryl and her husband, Glenn, live in Sarasota, Florida, where they share their home with their retired racing greyhound, Fargo. Outside of work, she enjoys boating in the Sarasota-Bradenton waters, volunteering with a local animal rescue, pursuing photography, and spending time with her parents, who live nearby.


CA Insurance License Number: 0G89881.  Resident State: FL