My goal is to partner with you as you make financial decisions and to empower you to reach your financial goals. Prior to joining Edward Jones in 2009, I worked for 15 years as a CPA, primarily in corporate accounting and finance. I used to help companies with their bottom lines. Now I help people. I do not give tax advice, but I do work closely with CPAs and legal professionals to provide the best possible guidance to my clients.
With a focus in retirement planning – including saving for retirement, living in retirement and transitioning from work life to retired life – my favorite clients want a financial partner as they work toward their own life goals and dreams. Developing a personalized financial strategy means understanding each unique situation and working together to customize it looking forward. Your financial strategy will be dynamic and is designed to be updated as life changes.
On a personal note, I have lived in Fort Lauderdale for 25-plus years. I am originally from Los Angeles and feel lucky to have roots in two unique places. I am active in my community, including involvement with the Riverwalk Trust, Fort Lauderdale Chamber, Broward Library Foundation, Tower Forum and Florida Institute CPAs. I love travel, yoga and time near the beach. I earned my bachelor’s and master’s degrees in accounting from the University of Florida.
Please feel free to contact me at (954) 566-6829 or [email protected].
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
- Charitable Giving
- Domestic Partner Finances
My Personal Interests
- Sports Enthusiast
Phone NumberCheryl Balaban at (954) 566-6829
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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