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Cheryl Balaban, Financial Advisor

FINANCIAL ADVISOR
Cheryl Balaban

CFP®
1700 E Las Olas Blvd Suite 309, Fort Lauderdale, FL 33301opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Sustainable investing
  • Charitable Giving
  • Domestic Partner Finances

About Cheryl

My goal is to partner with you as you make financial decisions and to empower you to reach your financial goals. Prior to joining Edward Jones in 2009, I worked for 15 years as a CPA, primarily in corporate accounting and finance. I do not give direct tax advice, but I work collaboratively with my clients and their CPAs and legal professionals to ensure the best possible planning and guidance.

With a focus on retirement planning – including saving for retirement, living in retirement and transitioning from work life to retired life – my ideal clients want a dedicated financial advisor...

Work History

  • Edward JonesApril 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of FloridaMasters
  • University of FloridaBachelor of Science

Personal Interests

  • Traveling
  • Yoga
  • Sports Enthusiast
  • Music

Team Members

  • Richard Angle
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(954) 566-6829

Fax

(866) 444-9227

Office Address

1700 E Las Olas Blvd Suite 309
Fort Lauderdale, FL 33301opens in a new window

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