Cheryl Crawford

CPA Retirement Solutions
(917) 453-3274

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Cheryl Crawford has 35 years working in the financial services industry and is a retired CPA. Prior to joining Cornerstone Financial Associates, Cheryl worked for Morgan Stanley, Ernst & Young, Guardian Life Insurance Company and Park Avenue Securities in New York City.  

Her professional experience includes CFO, Director of Corporate Tax and broker dealer and insurance operations. She now operates out of our Charlotte, NC office. Cheryl earned her MBA from the Wharton School of Business and her BBA from the University of Michigan.  
Cheryl lives in Charlotte, NC.   Her two sons, recent college graduates,
are pursuing their careers in business and academia.


About Us: Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.