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Cheryl Starr

Cheryl Starr

Tax Associate

Followers of Cheryl Starr136 followers
location of Cheryl StarrLandenberg, Pennsylvania, United States

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  • Timeline

  • About me

    CERTIFIED FINANCIAL PLANNER™

  • Education

    • University of Delaware

      -
      BSBA Finance

  • Experience

    • Cornerstone, CPA

      Nov 2011 - Jan 2014
      Tax Associate

    • Mallard Advisors

      Jan 2014 - Sept 2016
      Financial Paraplanner

    • Wheeler Financial LLC

      Oct 2016 - Nov 2021
      VP Operations / Financial Advisor

    • Affinity Wealth Management LLC

      Nov 2021 - now
      Financial Advisor

      Affinity Wealth Management, LCL is a registered investment advisor. Affinity Wealth Management provides investment advisory and related services for clients nationally. Affinity Wealth Management will maintain all applicable registration and licenses as required by the various states in which Affinity Wealth Management conducts business. For additional information, please visit our website at www.affinitywealth.com.

  • Licenses & Certifications

    • Series 66

      FINRA

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Dec 2022
      View certificate certificate

    • Enrolled Agent (EA)

      Internal Revenue Service