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Roy S
CFP®, Series 65
Ventura, CA
Sherman Asset Management, Inc.
Roy Sherman is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. He has worked at Sherman Asset Management, Inc. since 2014 and previously held roles at Topanga Reinsurance and Crimson Insurance Services. Sherman Asset Management, Inc. provides financial planning, discretionary asset management, and consulting services to individuals, trusts, and business entities, managing approximately $140.6 million in assets. The firm employs a blend of strategic asset allocation and tactical adjustments with daily monitoring and quarterly reviews, and it sponsors an affiliated private pooled vehicle, Signal 7 Tactical Sentiment Fund LP.
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