Cheri Stein has spent 17 years in Plante Moran’s Wealth Management group as a CPA and CFP.
She’s served successful families and business owners through “holistic, independent and objective” financial advice.
Stein’s current role is leading the Plante Moran Trust practice for West Michigan, where she educates families on financial matters and wealth transfer, as she works with aging clients and settles and distributes their estates.
