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Sheryl C
CFP®, Series 65
Thornton, CO
Conklin Financial Planning
Sheryl Conklin is a CFP® with nine years of industry experience and is the sole advisor at Conklin Financial Planning. She has worked in financial planning and coaching roles since 2008, including operating under her own business names and roles at Origin Financial and Zeiders Enterprises. Outside of advising, she provides financial coaching through her RetireWise Coaching business. Conklin Financial Planning is an independent, fee-only registered investment adviser serving individual clients with modular or comprehensive financial planning, investment consultation, coaching, and educational workshops. The firm emphasizes passive, low-cost index strategies with long-term buy-and-hold and periodic rebalancing, and it does not provide ongoing portfolio management or custody of client assets.
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