Thomas Sherman of Weston, financial advisor and Retirement Income Certified Professional at Strategies for Wealth, has received the Five Star Wealth Manager Award for the seventh consecutive year.
Sherman is a financial advisor that serves as a personal CFO for individuals by integrating all moving parts of one’s financial world, including coordinating other advisor recommendations. He also works with business owners in a variety of areas, including reducing income tax liabilities, consulting and executing continuation and succession plans, and providing group benefits.
Westchester Magazine recognizes Five Star Wealth Managers as the top wealth managers in Westchester who satisfy 10 objective eligibility and evaluation criteria that are associated with providing quality financial service.
Sherman recently achieved his RICP certification. This Retirement Income Certified Professional designation is awarded through the American College of Financial Services.
Sherman lives in Weston with his wife. He has two grown children that live and work in Los Angeles.