Cheryl joined Wealth Managing Partners, Inc. in November 2008. She supports Nicolas in all aspects of client servicing, and manages all accounting and operational functions for the company and its divisions.
Her involvement in the Investment and Insurance industry began during her college years as bookkeeper/policy service agent with MassMutual. Since then, she has gained over 20 years of business experience in the Financial Services sector by providing administrative and accounting services to local businesses.
Cheryl has held a State of Hawaii Life and Disability Insurance Solicitor’s license and State of Hawaii Real Estate Salesperson license, and maintains her own business that offers accounting services to small businesses.*
Born and raised on Oahu, Cheryl graduated from Henry J. Kaiser High School and attended the University of Hawaii, College of Business Administration, with an Accounting emphasis.
*Some of these services are offered independent of Wealth Managing Partners, Inc.