Who I Am
Sherman is a seasoned professional with a distinguished career spanning over three decades in public service and financial expertise. Serving as a firefighter for 30 years, including 25 years with the Oakland Fire Department, Sherman demonstrated unwavering commitment, leadership, and courage in protecting communities and saving lives. This extensive experience in high-stakes environments honed exceptional decision-making and problem-solving skills, which seamlessly transitioned into a successful second career in finance.
For the past 15 years, Sherman has excelled as a financial advisor, currently holding the position of Senior Financial Advisor with Summit Global Private Wealth. In this role, Sherman leverages deep expertise to provide tailored wealth management solutions, helping clients achieve their financial goals with confidence and clarity. Known for integrity, strategic insight, and a client-centered approach, Sherman combines a legacy of service with financial acumen to deliver impactful results.
Specialization
- Firefighters
- Doctors
- Business owners
Hobbies
- 5 mission trips to build houses in Mexico
- Married 23 years
- 4 children
My Commitment
Provide client confidence and clarity by building the retirement plans based on the client’s needs and desires and Dreams.
Favorite Books, Mottos, Quotes
N/A
Other Info
My dad always referred to me as the pease maker of the family. Lo and behold, I found myself in the fire service trying to bring peace to the community . I then saw a need in this country for financial awareness where I could help create pease of mind with retirement and wealth building.
State: California (CA)
Date Joined: 9/6/2023
