Meeting/Event Information
Lunch & Learn: Navigate Your Finances with Confidence with Cheryl Vesely, CFP®
Join us for an insightful lunch and learn session with Cheryl Vesely, CFP®!
- Where: Zoom! Click below to register
- Cost: Free!
About Cheryl:
Cheryl Vesely has provided fee-only financial planning and investing services in Oakland for ten years and has worked in the finance industry for over 20 years. She helps individuals and families find strategies to reach their goals and develop personalized plans that create a more organized financial life. She earned her Certified Financial Planning™ (CFP) certificate in 2008 and became an Enrolled Agent (for tax prep/advice) in 2017.
Cheryl earned a Master of Economics from Georgetown University and a Bachelor of Science in Economics from the University of California at Santa Barbara. She has also worked at the World Bank, National Bureau of Economic Research, Barclays Global Investors, and Wells Fargo. Cheryl is passionate about helping individuals and families achieve their financial goals.
In this Lunch & Learn, you will:
- Gain valuable insights into current financial trends and strategies.
- Learn practical tips for budgeting, saving, and investing.
- Ask Cheryl your personal finance questions in a relaxed and interactive setting.
Click here to Register (and receive the Zoom link).
