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Our financial advice team


Cheryl Biermann

Cheryl Biermann

MBA, CFP®, APMA®, CDFA®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
NaviPoint Advisory Group
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Saving for Education
  • Wealth Preservation Strategies
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving

Interests

I enjoy playing piano and singing.

Qualifications

  • CDFA®; Certified Divorce Financial Analyst®
  • APMA® Accredited Portfolio Management Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Finra Series 7 and 66

Education

  • B.A. Communication Studies, The University of Iowa, Iowa City, Iowa, May 2000
  • M.B.A. Clarke College, Dubuque, Iowa, May 2007
Newsletter

to receive my newsletters and other financial and market information

Community participation

Elected Official for the city of Peosta January 1, 2010- December 31, 2013

I'm presently participating as a Co-leader of Seton Parent Club.

I cantor regularly at mass at St. John the Baptist Catholic Church.