Her journey in the business world began managing real estate portfolios and quickly evolved into an asset management position. From there she became a commercial real estate broker facilitating property sales across Southern California. She joined MetLife Financial Services in 1994 than in 2011 she joined MJL & Associates, welcoming the opportunity to partner with the thriving, comprehensive financial services organization.
Through her employment in the industry, she soon realized she had a passion for helping women. This passion drove her to start producing empowering informational seminars and workshops to educate, support and inspire women with financial literacy. Cheri knows firsthand why it is so essential for women to not only understand their finances but also feel empowered and confident when making their own financial decisions. Through her own trials and tribulations, she learned that financial independence is of the utmost importance. After taking on the responsibilities of a single mom for many years, she vowed to always be in control of her finances and made it her mission to help others do the same. Her background in psychology and a strong belief in emotional healing has enhanced her abilities to build strong client relationships.
Minor setback? She can assist you in achieving a major comeback. Bad Day? She will help to provide you a better tomorrow. Need support? She can be your backbone. Cheri can help you plan for all of life’s blessings and challenges. Whatever stage of life you’re in she can assist you in the financial planning to make these transitions with ease. At a time when you’re busy with new responsibilities, and added stress, a trusted financial planner can guide you through the many changes to help ensure that your current and future financial needs are met.
Whether you’re looking for a financial advisor, educator, professional speaker, radio co-host, or podcaster Cheri’s vibrant and authentic speaking style, and ability to simplify complicated financial terms and strategies makes her a good fit for whatever your financial needs are. She’ll share her entertaining and informative view of life from a women’s perspective and show audience members specific ways to get through any financial crisis.
Throughout the years, Cheri’s philosophy has remained the same. She believes in taking a Holistic approach with her client’s, and building confidence through education are major cornerstones to their success. Cheri supports, guides and instructs her clients in making informed financial decisions for today and the future. As she always says, “You must value your future comfort as much as you value your comfort today!”