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Geraldine Cherrey Diamond,
CFP®, CRPC®
Multi-Faceted Planning for your Brightest Future!
443-921-1530
E-mail: gerri.diamond@wabcwms.com
Wesbsite: www.wabcwms.com
Over 17 years of Financial Services Experience Over 25 years of Insurance Services Experience
| Professional Qualifications: |
Providing Creative Solutions In: |
|
| • Certified Financial Planner® | • Financial Independence Planning | |
| • Chartered Retirement Planning Counselor® | • Retirement Income Planning | |
| • Life and Health Insurance | • Wealth Management | |
| • Stock and Bond Investments | • Insurance Strategies | |
| • Mutual Funds | • Long-term Care Insurance | |
| • Long-term Care Insurance |
- Customized strategies to reflect the financial goals of each individual client; unique focus on analyzing assets and liabilities, goals and opportunities, lifestyle planning
- Member FPA, NAIFA
- Repeat recipient of the National Quality Award from Baltimore Life Underwriters
- Numerous appearances on local radio programs and seminars, speaking on a range of financial planning topics (i.e. WCBM, WEAA)
- Since 1982, Gerri has advised Business Owners and Professionals, Federal, State and Baltimore City employees, and management teams on:
- Coordination of employer-sponsored and individually-secured benefits
- Retirement Pensions and Benefits
- Life/Health Policies
- Over 10 years of experience in management capacities including the training and supervision of Field Agents
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance Services offered through 1st Global Insurance Services, Inc.