Empowering Women to Grow Beautiful Financial Futures
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Our Mission

Our mission is to make finance and investing easily understood so you can make confident decisions to help your money last your lifetime. My passion is empowering women to get a better hold of their financial situation, to feel confident and know your finances can withstand the transitions and changes life may bring you.

Services

What We Can Do For You

We are passionate about helping empower and support clients through every stage of your financial journey. We utilize a holistic approach that’s built on trust and recognize that what is important to you when it comes to your values, financial goals and vision for the future, is our number one priority.

Holistic Planning

We take the time to get to know you, your life and financial goals, both in the short and long-term, and put together a strategy to reflect your needs, values and vision for the future.

Investment Strategies

We help create an investment strategy that fits with your values, goals, risk tolerance, where you are in life, and where you want to be.

Retirement Strategies

We take the time with you to assess your retirement goals, your trajectory, and provide a social security analysis, as well as a customized income strategy for your pre and post retirement years.

Estate Planning

We provide investment strategies to support wealth preservation and legacy planning for transferring assets to the next generation, with the understanding that planning now for what you will leave behind is a gift to yourself as well as your loved ones.*

Preservation Planning

We incorporate strategies that can help manage risk in your financial plan, including investments that can address potential income loss and tax liabilities to yourself or your loved ones, especially during times of uncertainty.

Transition Planning

If you’re planning ahead or addressing a recent change in your life, we offer customized planning to assist with periods of transition, whether due to marriage, divorce, health, death, inheritance, career change or business succession.

*Cheri Blair Financial Services does not draft estate planning documents, nor prepare tax returns. We are happy to refer you to a trusted professional and coordinate with them on your behalf to help you create your best strategy in these areas.

Cheri Blair

About Cheri

Cheri Blair has been providing financial services to women, entrepreneurs, and their families for over 25 years. Having worked many years in a predominately male industry, she established Cheri Blair Financial Services to provide a level of service that is primarily tailored to address women’s financial needs and values, particularly during times of transition. Cheri understands now more than ever how important it is for women to have a financial strategy, especially since they tend to make less money than men, live longer and face more financial challenges during their retirement years.
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Cheri Blair

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Cheri Blair Financial Services
13400 Sabre Springs Parkway, Suite 145
San Diego, CA 92128
Office: 858-935-7808
Cell: 619-997-0416
Email: cblair@cbfinancialservices.org