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Cheryl Sova

919-238-1602

Registered Investment Advisor

Member Bio

Cheryl Sova has 25 years of experience as an advisor in the financial services industry while working at major wirehouse and brokerage firms in Raleigh, NC. Cheryl holds the Chartered Retirement Planning Counselor (CRPC®) designation, highlighting her deep understanding of retirement planning strategies, tax implications and investment management. She specializes in retirement planning in both the pre-and post-retirement phases helping clients with strategies that align with their unique goals and aspirations. She has witnessed firsthand the dynamic nature of the financial industry, adapting to changing market conditions while ensuring her client’s best interests are always at the forefront. Cheryl is a graduate of North Carolina State University where she earned her bachelor’s degree in Business Management with a finance concentration and a minor in Economics. She lives in Raleigh with her husband, Brandon and their two kids, Ashton and Avery.

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Member Freebie Offer

Complementary consultation

Business or Company

Charter Wealth Management

Phone

919-238-1602

Business Address

8601 Six Forks Rd. Ste 400, Raleigh, NC 27615

BARTER Info

DESIRES

Cleaning services

OFFERS

Financial plan, portfolio review

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