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Sherry Echart, CPFA®

Retirement Plan Specialist

Hello, my name is Sherry Echart and I’m here to help you approach retirement planning with confidence. Whether retirement is around the corner or decades away, there’s a lot you can do to prepare ahead and I’ll be happy to walk you through everything you have to know.

Schedule a TeleWealth virtual meeting to get started!

Areas of Focus
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Retirement and investment planning

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Pension and Social Security benefits

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Calculating retirement income gap

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Understanding rollover options

Contact Information

3221 Collinsworth St, Fort Worth, Texas 76107

Phone: 512-600-5387 | Fax: 888-989-9247

Click here to email Sherry

 

Background

Sherry Echart, CPFA® is a Senior Retirement Plan Specialist at TCG, a HUB International company where she works with K-12 Public School Districts and Charter Schools to provide financial education and retirement planning services. Sherry’s goal at TCG is to ensure every teacher, administrator, and staff has a solid understanding of how their pension works and  a plan to fill any gaps in retirement income.

Sherry studied Business Management at the University of North Texas and has earned the CPFA®  Series 65 license. In her current role, Sherry focuses on personalized financial and retirement income plans that meet her client’s individual goals. Before joining TCG, Sherry worked as a Vice President and Financial Advisor at JP Morgan Chase. 

Sherry currently lives in the DFW area with her husband and three dogs. In her free time, Sherry enjoys cooking, dancing, and spending time with her family. 

Sherry’s favorite finance quote comes from John L Beckley who said “most people don’t plan to fail, they fail to plan”. 

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