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.

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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