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: 02/01/2027
