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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Learn more about our amazing team of professionals.

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Sherry Azevedo

Registered Principal

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Sherry Azevedo

Sherry has been in the financial planning industry since 1990.  She holds FINRA securities licenses Series 6, 7, 24, 63 and 65  which means that she is licensed to assist individuals with professionally managed investment portfolios that include, but are not limited to, stocks, bonds, mutual funds, variable and fixed annuities. She is a Registered Principal with Osaic Wealth.

Sherry is also insured licensed to assist individuals with life insurance, disability income insurance and long term care insurance.  She enjoys working with individuals and families who are committed to working towards financial independence. Sherry feels that the best plan is one with the end in mind! 

Having almost 30 years in the financial planning and investment industry, is the key element in the wisdom, knowledge and trust her clients have in her. 

Sherry, along, with her husband, Raymond Azevedo are co-owner of Azevedo Investment Corporation located in Modesto, CA 

California Insurance License #0C51872
Expiration: 01/31/2025

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Raymond Azevedo

Chief Financial Officer

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Raymond Azevedo

Raymond has been working in the financial industry since 2004.

 

He is Co-owner of Azevedo Investment Corporation. He is responsible for office management, books and records, processing business, and preparing for client meetings. 

 

Our clients especially love the client appreciation events that he does so well.

 

His outgoing personality makes clients feel right at home. To say Ray is the life of the party would be an understatement. 

Often times individuals can be intimidated when meeting with a financial advisor because of complex investments but Ray's welcoming personality makes client's feel at ease! He reminds us that we live in the valley,  and we don't wear suits! 

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Kaitlyn Everhard

Executive Administrative Assistant

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Kaitlyn Everhard

As the dedicated assistant to Sherry, Kaitlyn brings a blend of organizational skills and client-focused service to our team. She assists with a wide range of tasks including scheduling appointments, preparing financial information, and managing client communications. Her meticulous attention to detail and commitment to efficiency help streamline our operations, allowing Sherry to focus on providing tailored financial advice and solutions. Kaitlyn is in the process of receiving her Bachelor’s degree in Finance at CSU Fullerton and is continuously expanding her knowledge through ongoing professional development in finance and customer service. Kaitlyn is also currently studying for the Securities Industry Essentials exam. 

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Contact Us

Don't hesitate to get in touch with us.
 

Phone: 209.545.8336
Fax: 888-340-3689
Toll Free:

Email: sherry@azevedoinvestmentcorp.com

4230 Kiernan Avenue, Suite 200 , Modesto, California 95356

California Insurance License # 0C51872. Expiration: 01/31/2025

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Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, ID, IL, MS, NV,  NC, OK, OR, TX, VA, & WA.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

CA Insurance license #0C51872

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