Sherri James

Sherri focuses on helping EFC’s clients achieve their financial goals in retirement by implementing EFC’s Sound Fiscal House process. She holds a BA from the University of Pennsylvania and an MFA from the University of Southern California. Throughout her career, she has focused on real estate development and wealth preservation. As a Financial Professional, Sherri enjoys helping clients create stable futures for their families in the most tax efficient way possible. A Licensed California Insurance Agent, Sherri’s mission is to help clients find retirement solutions that can stand up under any financial storm. Her proudest achievement is being mom to her brilliant 8 year old son, Jordan.