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Cheryl Vesely, CFP®

Certified Financial Planner and founder of Balance Financial Planning.

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Cheryl started Balance Financial Planning with a desire to provide straightforward, practical financial planning and investing advice to people from all walks of life who want to get their financial lives on track.

 

At Balance Financial Planning, Cheryl specializes in developing personal plans and budgets to help people reach their financial goals. After years of investing, Cheryl is also a big believer in using low cost index and exchange-traded funds to design the optimal portfolio and build wealth over time.

 

Cheryl has worked for over 15 years in the finance industry and over five years providing personal financial planning and investing services. Most recently, Cheryl worked at a financial advisory firm helping California public school districts obtain financing from the capital markets. She has also worked at the World Bank, National Bureau of Economic Research, Barclays Global Investors and Wells Fargo.

 

Cheryl earned a graduate certificate from the UC Berkeley Personal Financial Planning Program in 2005 and earned her Certified Financial Planning™ certificate in 2008. Cheryl also earned a Masters of Economics from Georgetown University and Bachelors of Science in economics from University of California at Santa Barbara.

 

Cheryl lives with her husband and two daughters in Oakland, California.

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