Janet Sherry, CFP®
Fax: (732) 751-3099
- Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
- Investment Adviser Representative of New England Securities, Corp. A registered investment adviser
Janet S. Sherry has been a CERTIFIED FINANCIAL PLANNER™, professional since 1988, having met several education, examination, experience and ethic requirements including multiple securities and state insurance licenses.She is a summa cum laude graduate of Boston College with a Bachelor of Arts Degree in Economics. Her professional background includes working for the Federal Reserve, the Bank of New York, Edward Jones Investments, Securities America and multiple realtor positions.
During her financial services career, Janet has worked with hundreds of individuals, families, and businesses advising them on a wide variety of wealth management strategies and plans. Janet can help you evaluate your current situation, review your future goals and outline a program to help you achieve financial planning success. Understanding that each client’s position is unique, she will work with you to develop a strategy that is based on your specific needs and objectives. Janet focuses on developing creative state-of-the-art solutions in the areas of investment planning, retirement accumulation and distribution planning, insurance planning, tax planning and estate planning.
Janet also manages CFG’s Women’s Financial Resource group, Women Working for Women. The Group is dedicated to helping women gain knowledge and develop strategies to reach their goals of financial independence and security.
Janet lives in Point Pleasant Beach with her husband, Chris. She is active as a community volunteer for Foodbank of Monmouth and Ocean Counties and various local cancer support organizations. When she isn’t spending time with her three grown children, family and friends, she enjoys the beach, swimming, biking and walking and daily pilates workouts.