Cheri Turner

Financial Advisor

Cheri brings almost 30 years of corporate and small business experience to her position as an Associate Advisor at Client First Capital.  Prior to joining Client First Capital, Cheri worked as the Director of Finance at her family’s real estate management business.  In this role, Cheri managed financial transactions with both clients as well as vendors, ensuring the financial strength and growth of the business. In addition, she enjoyed developing and nurturing client relationships and ensuring the client is always satisfied. Earlier in her career, Cheri worked in the restaurant industry in the Quality Assurance and Research and Development departments, managing the R&D Kitchen, leading the Sensory Testing Program, and serving on other essential projects.   

As a CFP® certificant, Cheri is passionate about helping others achieve peace of mind around their financial situations. Given her experience in working with a financial advisor during a major life event, she was inspired to help others.        

“The experience of working with a financial advisor was so impactful, I knew I wanted to bring that sense of peace to others as well, helping plan for the future to create the life they desire, as well as helping clients respond to the many financial crises and difficult financial decisions that can often surprise us in life.”  

Cheri is a proud, native San Diegan! She has been an active volunteer at her children’s schools, in her church, as well as serving at St. Vincent de Paul. She loves walking and riding her bike, traveling, writing poetry, spending time with her family and her little black Pug, Dexter.  

 

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Cheri Turner