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Cheryl Constantino, MBA, CFP®

 

C O N T A C T

CHERYL CONSTANTINO, MBA, CFP® THE WEALTH CONSULTING GROUP
8925 WEST POST ROAD, SECOND FLOOR
LAS VEGAS, NV 89148
DIRECT: 702-263-8492
MAIN: 702-263-1919
EMAIL: cheryl@wealthcg.com

C O N T A C T

ABOUT CHERYL

CHERYL HAS A PASSION FOR HELPING CLIENTS PURSUE FINANCIAL INDEPENDENCE.

B I O G R A P H Y
Cheryl and her team help clients make smart decisions about their money. She believes the foundation of a successful plan starts with an understanding of your values, goals and objectives. By taking the time to discover and develop these areas, Cheryl and her team model the broader financial picture to set a course to help clients pursue their mission; whether it be to ensure lifetime income in retirement, accumulate or preserve wealth, transfer a business or fulfill philanthropic dreams. She has a passion for helping clients achieve financial success.
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Cheryl is a CERTIFIED FINANCIAL PLANNER™, a certification granted by the Certified Financial Planning Board of Standard. CFP® professionals are held to a fiduciary standard to ensure financial planning recommendations are in the client’s best interest. As a CFP®, she has clients in 13 states and is a regular speaker on financial and retirement planning topics, particularly for the business and charitable community in Southern Nevada and UNLV. Prior to financial services, Cheryl was an executive with CBS Cable (now Viacom) in the Washington DC metropolitan area, Stamford CT and Denver, CO. In her role, she collaborated with cable television and wireless providers across the country to deliver television networks Country Music Television, The Nashville Network and regional sports network, Home Team Sports to their subscribers. As a corporate executive herself, she became skilled in retirement and benefit plans. The oldest of two children, Cheryl grew up in a family owned business in Old Town Alexandria, VA where she learned the importance of trust, quality, service, and family. Cheryl graduated from George Mason University in Fairfax VA with a Bachelor of Arts Degree in Communication, and later from Regis University in Denver, CO with a Master’s in Finance and Accounting. Since 1998, Cheryl and her significant other, Quinton call Las Vegas home, where they enjoy gourmet cooking, wine tasting, travel, sports, swimming, music and spending time with family. They travel to the Washington metropolitan area regularly to meet with clients and visit family. Along with domestic travel, they enjoy visiting his native South Africa, Europe and exploring new places. Cheryl provides planned giving guidance to non-profit organizations and donors, and is a member of the Women’s Leadership Council of United Way, Southern Nevada. She is honored to be a Past President of the Las Vegas affiliate of Susan G. Komen for the Cure (breast cancer foundation).

“Planning… to help you enjoy life.”

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that grows with you over the years.  Without an up-to-date and flexible plan, it may be difficult to achieve your goals.

As your “Personal CFO”, we are dedicated to assisting you with developing and implementing a clear plan aligned with your needs, values and goals that evolves with you over time.

We invite you to watch our video to learn more about our interactive approach as your “Personal CFO”.

RETIRE WELL

Paint a Picture of Your Next Chapter. 

Will you travel, take up a hobby, become a philanthropist, move closer to family?

Understanding your assets and income streams can help you learn what sources will provide cash flow to you and when.  We help you develop a plan to fund your retirement picture that ensures your income lasts as long as you do.

-Everyone has a risk score related to their retirement portfolio. 

Click here to learn yours.

SUDDLENY SINGLE

Is it Time for a “Personal CFO?” 

Experiencing the death of a spouse or partner, or divorce can be an emotional time.  As your Personal CFO, we help you understand your options regarding financial decisions.

While no one wants to fall in love and think of divorce or premature demise, the reality is that it can happen.  We’re here to help you move forward with confidence.

SMART BUSINESS

Evaluating Your Retirement or Succession Plan?

Part of being a successful business owner is making smart financial decisions.  From a buy/sell agreement to an optimal retirement and benefits plan, and ultimately succession strategies.

Your business may be your biggest asset.  With proper planning, we help you ensure that it will be around for years to come, as well as advance your financial goals.

RECENT BLOG

Optimizing Required Minimum Distributions

Required minimum distributions take on added urgency as you approach (and reach) age 72, with specific rules and tax implications. Seventy-two is an important age milestone for those in or near retirement, as it marks the time when required minimum distributions...

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A Date with Destiny

Seven age milestones that will impact your retirement planning? As you travel the savings road toward retirement and beyond, certain key dates will pop up. Some of these dates are critically important to your retirement planning efforts. Taking the right retirement...

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IN THE COMMUNITY

Let's Plan

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