2023 Readers Voice Awards • SERVICES
Best Financial PlannerJudy Sherman, CLTC, CFBS, CEPA Cornerstone Wealth Strategies 2273 E, Continental Blvd., Ste.
120, Southlake 817-488-0660CornerstoneSouthlake.com/-Judith-Stoddard-Sherman-Judy.e1070804 As a certified family business specialist for Cornerstone Wealth Strategies, Judy Sherman has all the credentials and experience she needs to help make sure her clients get the biggest bang for the bucks when it comes to financial planning.
That CFBS after her name means that she has earned that designation conferred by The American College. The CLTC? That means she is certified in long term care, an area that focuses on the complexities and expenses of services for the aged.
And the CEPA after her name means she is a certified exit planning advisor, trained to help business owners build a successful company and create a financial plan that will help them either successfully sell that business or seamlessly transition to retirement.
