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Cheri Stein

CPA, CFP®, CIMA®, Partner, Senior Trust Officer
Grand Rapids Wealth Management

Experience

Cheri is a Senior Associate for Plante Moran’s Wealth Management practice, specializing in trust administration, wealth strategies, investment consulting, and family office.  

For over 17 years, Cheri has been providing a collaborative, holistic approach in providing comprehensive, objective financial guidance and education to high-net worth individuals, families, and business owners and helping them meet their long-term, philanthropic, and financial planning goals. 

She earned a Bachelor of Arts degree from Taylor University with a double major in Accounting and Business Administration and a minor in Communication Studies and has completed additional field-related coursework at the College for Financial Planning, Wharton School of Business (University of Pennsylvania), and the American Bankers Association "Trust Graduate School I and II."

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  


 


Specializes In

Additional Thoughts

Wealth Management leaders, Mandy Chardoul and Cheri Stein, are elected partners of Plante Moran
On behalf of Plante Moran Wealth Management, we are pleased to recognize Mandy Chardoul and Cheri Stein as our newly elected partners at Plante Moran.
Mandy Chardoul Wealth Management
June 27, 2017 2 min read