Sheryl Wein, CRPC®, CPFA®
Founder | Partner
Sheryl H. Wein, CRPC®, CPFA®
Sheryl is an LPL Financial Advisor. Sheryl began her career as a financial professional with Waddell & Reed soon after graduating from the University of Massachusetts Amherst in 2000 with a BA in Legal Studies.
Sheryl and Steve Collins founded Boston Light Financial together in June of 2018 after having worked together for nearly 2 decades. The team approach is important to Sheryl. She strives to make sure that each client has a support system around them from Boston Light Financial. You don’t have an 800 number to call here at Boston Light Financial but instead have a team of people who can help you when you need it.
Sheryl enjoys working with clients to help them better understand the complex nature of investments and insurance. Sheryl works with businesses and individuals to help them achieve their goals.
Sheryl has her Series 7 and Series 66 licenses with LPL Financial. Additionally, she holds the following professional designations:
- Chartered Retirement Plan Counselor (CRPC®)
- Certified Plan Fiduciary Advisor (CPFA®)
Sheryl grew up in Framingham and Newton, MA. 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 in Rhode Island.