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Sheri Iannetta Cupo, CFP®
SageBroadview Financial Planning, LLC
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
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.
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