Trusted Financial Advisor

Sherry Dewane CFP

Sherry Dewane CFP

Boston Private

225 N Beverly DR, Beverly Hills, CA

90% Trust Score
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Compensation
Commission Only
Min. Assets
$1,000,000
Languages
English
License
Not Validated

Areas of Expertise

Business Succession Planning, Charitable Giving, Divorce Issues, General Financial Planning, Intergenerational Planning, Sudden Wealth Management, Women's Finances

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor