Skip to Content

Q&A: Cheri Stein

December 27, 2016 In The News 1 min read
Authors:
Cheri Stein Wealth Management

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.

Related Thinking

Trustee learning about their options for outside expertise.
September 19, 2023

Accidental trustee? Options for support and guidance

Article 5 min read
Empty store front with clothes on racks
September 15, 2023

Consumer sentiment slipped modestly in September

Blog 2 min read
Two people looking at a tablet reviewing consumer price index data
September 13, 2023

The consumer price index accelerated to 0.6% in August

Blog 3 min read