Broker Check
Sherri Desjardins, RFC®

Sherri Desjardins, RFC®

Founder/Wealth Advisor

Sherri L Desjardins has worked in the financial services industry since 2007. She began her career in The Villages as a Florida licensed insurance agent. Sherri is a graduate of University of Phoenix where she received a Bachelor of Science Degree in Business Administration. Sherri has also passed her Series 7 to become a FINRA licensed General Securities Representative and has passed the Series 66 to become an Investment Adviser Representative. She has also become a Registered Financial Consultant and displayed a high level of competency and proven that she is well equipped to design financial plans personalized to her client’s specific needs.

As a wealth advisor and RFC ®, her primary goals are to partner with clients to develop a comprehensive financial plan that meets their retirement goals and needs. Although Sherri enjoys all aspects of the financial planning process, her favorite areas of planning include; income planning, insurance planning, and wealth management.

Sherri was born and raised in Lisbon, Maine and has been a Florida resident since 1989. In her spare time, Sherri enjoys watching NFL, MLB, and NHL sporting events and attending games at the various Florida stadiums and arenas. Travel is Sherri’s favorite hobby which includes trips to Maine to visit family and cruises throughout the year to warm tropical islands. 

DEGREES and LICENSES

  • Bachelors in business administration University of Phoenix
  • Series 7 General Securities Representative
  • Series 66 Investment Adviser Representative
  • Series 63 Uniform Securities Agent State Law Exam
  • 215 State Licensed to Offer Health, Life, and Annuity Products
  • Registered Financial Consultant RFC ®