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Sheri Cupo, CFP®

Sheri brings a sage perspective and Fee-Only planning to busy professionals & their families

Sagebroadview Financial Planning, LLC

Morristown

NJ

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Accounting & Tax
    • -Tax Advice

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Sagebroadview Financial Planning, LLC 3 years, 5 months Jan 2014 - Present
Sage Advisory Group, LLC 12 years Jan 2002 - Jan 2014

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Sheri Cupo

Integrating Your Health and Your Wealth
Published 2016-09-26 08:10:39
Crazy Quilt Investing
Published 2016-09-26 08:09:10
Summer Refresher: Crazy Quilt Investing
Published 2016-08-31 11:56:36
Summer Refresher: The 3.8% Medicare Surtax
Published 2016-08-22 12:02:12
Demystifying “Fiduciary” Financial Advice
Published 2016-07-28 11:06:14
A Nerd’s Eye View of an Advisor’s Value
Published 2016-07-28 11:03:38
Inspiring Insights, Invigorating Ideas
Published 2016-07-28 10:55:54
Want Success? Emulate Successful People
Published 2016-07-28 10:52:13
Best Of “101” Investing Insights
Published 2016-07-07 07:18:55
A Restricted Stock Unit (RSU) Review
Published 2016-07-06 06:51:42
Organizing Your Financial “Stuff”
Published 2016-07-05 09:33:13
A Year in SageBroadview Review
Published 2016-01-04 12:21:35
Our Attitude About Gratitude
Published 2016-01-04 12:19:23
Better Aging Through Evidence-Based Advice
Published 2016-01-04 12:18:12
Compound Interest: Making Those Numbers Count
Published 2015-12-11 10:50:59
What Sheri’s Reading: Good Reads Edition
Published 2015-12-02 14:57:11
Gifting to Your Young Adults
Published 2015-12-02 14:56:22
An Update on Colbie and a Taxing Conversation
Published 2015-12-02 14:55:35
Rising Interest Rates? What’s It to You?
Published 2015-10-28 09:39:13
Investment Basics Series: Bonds vs. Bond Funds
Published 2015-10-08 12:36:46
Investment Basics Series: What Is Rebalancing?
Published 2015-10-08 12:33:20
What Is an Asset Class?
Published 2015-07-10 10:48:53
Wait. Mom and Dad aren’t paying anymore?
Published 2015-06-15 11:16:27
What Sheri’s Been Reading: June 2015 Edition
Published 2015-06-03 10:59:12
Advice That’s Worth the Price
Published 2015-05-14 04:44:23
Sage Advice to BOTH of My Adult Children
Published 2015-05-20 14:17:46
A Hedge Fund Intervention
Published 2015-04-04 11:12:36
Confusing Cost Basis with Fund Performance
Published 2015-04-21 13:29:42
How to Hold a Financial Fire Drill
Published 2014-12-06 12:21:18
Fama, French and Auld Lang Syne
Published 2015-01-08 08:45:55
A Texan Take on Abundance, By Way of India
Published 2015-01-08 08:47:17
Redefining Retirement, Redux
Published 2015-02-12 10:19:50
Let’s Get Engaged
Published 2015-02-19 05:51:34
First Things First for First-Time Home Owners
Published 2015-03-04 14:01:58
Fiduciary Advice in the Limelight
Published 2015-03-19 08:42:21
Considering Market Corrections
Published 2014-09-10 16:08:22
Get Along, Little Market
Published 2014-08-28 08:36:04
Managing the Market’s Risky Business
Published 2014-08-28 08:34:57
The Full-Meal Deal of Diversification
Published 2014-08-22 07:55:32
Financial Gurus and Other Unicorns
Published 2014-08-14 13:00:05
You, the Market and the Prices You Pay
Published 2014-08-04 12:32:39
The Summer of Investment Insights
Published 2014-08-04 12:29:42
Real Estate to Have and to Hold
Published 2014-07-19 12:47:15
Pension Maximization for Pre-Retired Families
Published 2014-07-19 12:42:19
    *Articles are published by advisors without compensation.

    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jul 20, 2015
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on May 22, 2017
      • $162.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 101
        number of clients
      • $1.6M
        Estimated Average Account Balance Per Client

    Sagebroadview Financial Planning, LLC

    Last updated on April 7, 2017
      • $162.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 85
        number of clients
      • $1.9M
        Estimated Average Account Balance Per Client

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements