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Sherri Sturgis, FPQP®

970-744-5408

What’s your dream for the company?

I want our company to be known for our trustworthy team and excellent ongoing client experience for years to come.

Three words to describe me:

Integrity, Loyalty, and Compassion

When you’re not working, what do you care about most?

Spending time with my family and friends, watching our son ride bulls, and crafting.

What’s your financial journey?

Sherri is the Financial Planning Specialist for Keystone Financial Services and a certified Financial Paraplanner Qualified Professional®. She brings over 26 years of financial experience to Keystone and has spent most of that time building and cultivating client relationships. With her strong knowledge and background in the financial industry, Sherri has served as a Licensed Personal Banker and Financial Advisor at Chase Bank, and as a Registered Client Associate at US Bancorp Wealth Management.

Here at Keystone, Sherri excels at walking clients through the process of collaborating with our team for the first time, assisting with the transition of assets and coordinating financial planning recommendations—anything our clients might need now and in the future. Sherri’s passion is working one-on-one with our clients to build and maintain relationships.

Sherri has a warm personality and minutes after meeting her, she will feel like a lifelong friend. Sherri and her husband of 28 years, Jeremy, have three children—Jaren, Alli, and Jaelyn.

Contact Sherri Sturgis, FPQP®

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Keystone Financial Services is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keystone Financial Services and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keystone Financial Services unless a client service agreement is in place.

The Certified Financial Planner (CFP®) designation is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). The CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Complete a minimum of three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Agree to be bound by the CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for the CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

  • Complete thirty hours of continuing education hours every two years, including two hours related to the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, LLC.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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