Cheri Turner, CFP®
Helping Individuals, Families and Businesses Achieve Their Financial Goals
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Serving Clients Nationwide
Helping Individuals, Families and Businesses Achieve Their Financial Goals
Areas of Focus
- Equity Compensation Options
- Estate Planning
- Family and Money
- Inherited Wealth
- Investing
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Cheri Turner, CFP®
Cheri Turner brings almost 30 years of corporate and small business experience to her position as an Associate Advisor at Client First Capital.Prior to joining Client First Capital, Cheri worked as the Director of Finance at her family’s real estate management business. In this role, Cheri managed financial transactions with both clients as well as vendors, ensuring the financial strength and growth of the business. In addition, she enjoyed developing and nurturing client relationships and ensuring the client is always satisfied.
Earlier in her career, Cheri worked in the restaurant industry in the Quality Assurance and Research and Development departments, managing the R&D Kitchen, leading the Sensory Testing Program, and serving on other essential projects.
As a CFP® certificant, Cheri is passionate about helping others achieve peace of mind around their financial situations. Given her experience in working with a financial advisor during a major life event, she was inspired to help others.
“The experience of working with a financial advisor was so impactful, I knew I wanted to bring that sense of peace to others as well, helping plan for the future to create the life they desire, as well as helping clients respond to the many financial crises and difficult financial decisions that can often surprise us in life.”
Cheri is a proud, native San Diegan! She has been an active volunteer at her children’s schools, in her church, as well as serving at St. Vincent de Paul. She loves walking and riding her bike, traveling, writing poetry, spending time with her family and her little black Pug, Dexter.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
4075 Park Blvd, San Diego, CA 92103
Additional Locations
📍 4075 Park Blvd, Suite 102-400 San Diego, CA 92103
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 30-minute introductory phone call. This will give us both a chance to make sure your situation matches our expertise. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Client First Capital
At Client First Capital, we provide customized, evidenced-based financial solutions by applying behavioral finance to your long term goals, current financial situation and unique life circumstances.We are the point person that is accountable for executing our client’s financial strategy and providing ongoing guidance based on clear and transparent reporting around progress towards financial goals.
While no person can control the financial markets, our job is to focus on risk, fees, and taxes, three areas which we can control. Taking a proactive approach around these three areas is crucial to achieving a higher after-tax return for your family than simply picking and timing the right investment.
Our Financial Planning Services are priced on a tiered structure and include the following:
✅ Retirement Planning
✅ Insurance Planning
✅ Investment Planning
✅ Tax Planning
✅ Estate Planning
Visit our website to learn more about why Client First Capital is the firm for you!
Education
San Diego State University, Bachelors of Science - Graduated Cum Laude, Food Science and Nutrition
Hobbies and Interests
- Church
- Cycling
- Family
- Traveling
- Volunteering
- Walking
- Writing
Who We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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