Our Financial Professionals
Cheryl L. Charbonneau
CPA, CFP®, CGMA
Comptroller & Director of Tax Operations
Cheryl brings over 25 years of experience to Grace Capital Management Group.
After earning her bachelor’s degree in business administration and accounting from the University of Vermont, Cheryl became a Certified Public Accountant. Subsequently, she earned the Certified Financial Planner® and Certified Global Management Accountant designations and pursued fifth-year graduate studies.
For 25 years, Cheryl worked as a CPA, which included 10 years as a partner in an accounting and wealth management firm in Naples. After obtaining her securities registration and life, health, and annuity licenses, she next spent several years as a financial planner and investment advisor, where she was also able to utilize her accounting, tax and estate planning expertise.
About her decision to join Grace Capital Management Group, Cheryl said, “I saw an opportunity to utilize my accounting and management skills where I can truly make a difference.”
Cheryl has two sons and two grandchildren. In her leisure time, she enjoys traveling, reading, going to the beach and spending time with her grandchildren.
retirement planning kit
We're committed to helping you make informed decisions about your financial future. Request instant access to this helpful retirement planning kit.