Cheryl Hayes, CFP®, CRPC®
Having been with Ballentine Capital Advisors since 2008, Cheryl has the experience necessary to counsel her clients on their financial futures. As a Certified Financial Planner® and Chartered Retirement Planning Counselor℠, her objective is to assist clients in making well-informed financial decisions in order to help them reach their financial goals. She believes that the key components to maximizing a client’s potential for financial success is in proper evaluation of their current financial situation, establishing reasonable goals, and then pursuing those goals with disciplined follow through.
Professional Designations
- Certified Financial Planner, CFP®
- Chartered Retirement Planning Counselor, CRPC®
Licenses
- Registered Representative of Triad Advisors, member FINRA/SIPC
- FINRA registrations include SERIES 7, 66
- South Carolina State Insurance License for Life, Health, and Variable
Education
- Erskine College – Bachelors Degree
- Western Carolina University – Certified Financial Planning Certificate Program
Personal & Community Involvement
- Married with 2 daughters
- Member of New Spring Church