Sherry A. Kendrick is a CERTIFIED FINANCIAL PLANNER™ practitioner who partners with individuals and their families to focus on wealth management needs including: investment management, retirement planning, survivors/disability planning, education planning, tax projections, insurance and estate planning.
She strives to increase her client’s awareness and control of their financial lives.
Sherry also partners with business owners to focus on the current and long term business continuation or succession planning needs of her clients.
She accomplishes her goals by building relationships that are based on trust and by providing sound, professional advice and impeccable service.
Associate Financial Advisor
01Rensselaer Polytechnic Institute | Master of Science Degree in Finance
02Western New England University | Bachelor’s Degree in Computer Information Systems with Finance minor
03CFP® Practitioner, Certified Financial Planner Board of Standards
04Series 7 and 66 registered representative licenses
05Life, Health and Variable Annuities licenses
06Lean Six Sigma Yellow Belt certified
01Joined Allegheny Financial Group in 2012 with 2 years of previous experience at Merrill Lynch
02Prior exposure involved 27 years of financial consulting within manufacturing, insurance and retail
03Expertise within treasury management, budgeting, system design and small business government contract certification
01Member, National Association of Professional Women (NAPW)
02Board of Directors and Financial Advisor, Pittsburgh Association for the Education of Young Children (PAEYC), 2011-2014
03Associate Member, Women’s Small Business Association (WSBA)
04Inaugural Member, National Association of Women MBA’s (NAWMBA), 2011-2012
01Community seminars to educate groups on retirement planning, saving for college, and women and investing
02Prior United Way Executive Management presenter
03Prior youth coach/administrator for basketball, soccer and lacrosse
Our practice provides comprehensive financial planning and investment management to households, small businesses, and pension plans. Sensitive to each client’s unique circumstances and objectives, we focus on achieving those objectives. We believe a deep understanding of each client is essential to providing the advice over the long term that makes achievement of those objectives both possible and likely.
We believe in comprehensive financial planning based on sound economics as a methodology for creating and preserving wealth. This is a continuous process that is comprised of meeting with clients, reviewing the various financial aspects of their lives, and implementing ideas where appropriate. We believe in capitalism as a foundation for investment management. Our number one priority is delivering exceptional service so our clients view us as a trusted advisor for their wide range of needs.