Cheri Franklin CFP®, AIF®, CRPC® Email & Phone Number

Cheri Franklin CFP®, AIF®, CRPC® is a President and Co-Founder at Clarity Capital Advisors based in Sarasota, Florida, United States, North America. Cheri brings to our firm over 25 years of experience in financial services working with individuals, couples, and retirement plans for small and mid-sized companies. She oversees the daily operations of the firm and negotiates contracts with our providers to ensure our clients have access to the highest quality investment platforms at a fair price. She is the first point of contact for our new clients. Cheri works with each client to establish attainable goals, particularly with respect to retirement and college planning. She ensures that our clients' asset allocations are consistent with their goals and engages in ongoing communication with each client and their designated estate planning and financial (e.g., accountant) professionals. The early part of Cheri's career began as a Financial Consultant with Shearson Lehman Brothers in Newport Beach, California in 1992. She later moved to the investment services division of Bank of America where she provided investment management services to clients in Corona del Mar and Newport Beach. Prior to launching Clarity, she served as a Vice President for a registered investment advisor firm and managed over $100 million in assets for individual clients and company 401(k) plans. For more information please visit www.claritycapitaladvisors.com or email: cheri@clarityca.com