Conklin Financial Planning

Conklin Financial Planning is a California Registered Investment Advisory firm located in Roseville, CA, with a secondary registration in New York. What makes Conklin Financial Planning unique is that we provide affordable, independent and objective advice, charge on an hourly basis and do not take assets under management. Our priority is to develop a financial plan specific to the clients’ financial goals, and simplify complex issues into straight-forward, understandable decisions. In addition, we offer ongoing support and monitoring of these plans via “financial checkups” to enhance the probability of success.

About Sheri Conklin, CFP®

Sheri is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 30 years experience working in a variety of accounting positions in both large and small companies – public, private and family-owned. She has worked for established companies and start-up companies doing budgeting, financial analysis, strategic planning, contract administration, employee benefits, risk management, restructurings, income taxes and mortgage financing.

Her formal education includes:

• BS in Accounting from University of Hartford
• MBA with a concentration in Finance from Fairleigh Dickinson University
• Certificate in Financial Planning from Marist College
• Passed the rigorous 2-day, 10 hour CFP® certification examination
• Awarded the CFP® designation in 2009

Sheri is a member of organizations that support the highest standards in financial planning. This includes the FPA (Financial Planning Association) and The Garrett Planning Network. For more information on these organizations, see Affiliations page.

Sheri is committed to adhere to the CFP® Board of Standards’ Code of Ethics.

Sheri is the mother of 2 boys. She enjoys yoga, walking, biking, skiing, cooking, gardening, reading, hiking and traveling in her spare time.