Michael A. Sherman CFP®, CIMA®

Portfolio Manager
623-583-6840
623-583-6844

Mike graduated from Brown University with a Bachelor of Arts degree in economics in 1977, and has spent his entire business life in finance and investing. He received his Certified Investment Management Analyst (CIMA®) designation in 1993 from Investment Management Consultants Association through their affiliation with the University of Pennsylvania’s Wharton School. He received his Certified Financial Planner (CFP®) designation in 2007. Having spent over 34 years helping clients set and reach their financial goals has given Mike experience through many business and market cycles. Mike uses Dimensional Fund Advisors (DFA) mutual funds to create portfolios for his clients. For more on DFA’s philosophy click here.