Cherry Chad James
About Cherry Chad James
Cherry Chad James is a Finance Manager at Hum Capital, where he has worked since 2015. He holds both Chartered Financial Planner and Certified Financial Planner accreditations and focuses on providing independent financial advice tailored to clients' needs.
Work at Hum Capital
Cherry Chad James has served as the Finance Manager at Hum Capital since 2015. In this role, she utilizes her extensive knowledge and experience to provide financial guidance and support. Her responsibilities include assessing clients' financial situations and offering tailored advice that aligns with their goals. Over the years, she has contributed to the firm's reputation for delivering independent financial advice that is not influenced by specific product providers.
Education and Expertise
Cherry Chad James studied at the University of Oregon, where she developed a strong foundation in finance. She holds both Chartered Financial Planner and Certified Financial Planner accreditations, which are recognized as leading qualifications in the financial planning industry. These credentials reflect her commitment to professionalism and ongoing education in the financial services sector.
Financial Planning Approach
Cherry emphasizes a personal and flexible service approach in her financial planning practice. She invests time in understanding her clients' needs and lifestyles, ensuring that the advice provided is relevant and effective. She employs cash flow planning tools to evaluate current and future financial standings, including various 'what-if' scenarios to help clients make informed decisions.
Professional Commitment
Cherry Chad James demonstrates a strong commitment to ongoing education and professionalism within the financial services profession. She stays updated with industry trends and best practices to enhance her skills and knowledge. This dedication ensures that her clients receive high-quality, informed financial advice tailored to their unique situations.