Sheryl Wein, CRPC®, CPFA®

Sheryl Wein, CRPC®, CPFA®

Founder | Partner

Sheryl H. Wein, CRPC®CPFA® is a LPL Financial Advisor who joined Waddell & Reed shortly after graduating from the University of Massachusetts; Amherst in 2000 with a BA in Legal Studies. She earned her Chartered Retirement Planning Counselor designation in 2006 and her CPFA® in 2021. Sheryl lives in Bedford with her husband Warren, their two sons and dog Marshmallow. When Sheryl is not working, you’ll often find her off adventuring with her family.