Cheri Turner is a CFP® professional with nearly 30 years of experience spanning corporate finance, small business management, and financial planning. Over the past three years, she has worked as a financial advisor, helping individuals and families navigate important financial decisions and develop personalized plans for the future. Her career also includes serving as Director of Finance for her family’s real estate management business, as well as leadership roles in Quality Assurance and Research & Development.
Inspired by the impact thoughtful financial guidance can have during life’s major transitions, Cheri is now pivoting her career and is currently studying to become a Professional Fiduciary. She looks forward to continuing to serve others in a trusted, relationship-focused role. A lifelong San Diegan, Cheri enjoys volunteering, traveling, writing, spending time with family, and doting on her little black pug, Dexter.