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Sheri Iannetta Cupo, CFP®
SageBroadview Financial Planning, LLC
http://www.sagebroadview.com
Sheri Iannetta Cupo, CFP®
Location:Morristown, NJ, 07960
Experience:13+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $500,000
Credentials/Education: CFP: Certified Financial Planner
Other Certifications:Prior to SBV, 15 years with General Electric
Fee structure(s):Percentage of assets
Fixed Fee
Fee only
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Employment Negotiations
Education Funding
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
*SageBroadview is an independent, Fee-Only financial planning firm with offices in Morristown, NJ and Farmington, CT. We specialize in holistic financial planning & investment management for busy professionals – corporate employees & executives as well as lawyers, medical professionals and professors – who often have complex planning needs related to their benefits packages, employment contracts, equity compensation and other executive benefits.
Please read the terms and conditions of the service before continuing.
Contact this advisor