SHERRY BIRNBAUM, CFP®

Senior Vice President, Wealth Manager

Sherry (Sorah) Birnbaum, CFP® brings decades of diversified investment experience to her private client practice including positions in equity research, trading, public finance and management. As a Certified Financial Planner professional she builds comprehensive relationships with her clients. Her customized strategic approach includes identifying estate planning needs, retirement planning and risk management; with this deep understanding and in concert with the client's other trusted advisors, Sherry constructs holistic investment plans that are based on the totality.

Women and Money, one of her areas of focus, has led to various speaking engagements on T.V. and Radio. As a resident of Teaneck, N.J., Sherry devotes time to the Project Ezra organization, which is dedicated to helping community members live financially responsible and self-sufficient lives. Her husband Howard is a graduate of Julliard and has performed with the Metropolitan Opera amongst other venues. Sherry enjoys writing and has published several self-interest articles; Sherry also enjoys mentoring young women in business.

 

*Raymond James is not affiliated with and does not endorse the Project Ezra Organization.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.