Cheryl Sanfilippo has over 16 years of experience in personal financial planning, working closely with clients to identify their goals and create a customized comprehensive financial plan designed to fit their specific needs. Acting as your financial coach and counselor, Cheryl will focus on your cash flows to help increase efficiencies and identify potential tax savings, while helping to organize and monitor your financial life.
Cheryl has a Bachelor of Science Degree in Management Advisory Services (Accounting and Management Information Systems) from Southern New Hampshire University, and a Master of Business Administration from Providence College, and is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. She has held management positions in industry, at nonprofit organizations, and in public accounting, and is currently a shareholder at O’Reilly, Skuncik, & Sanfilippo Ltd., offering tax preparation. She also teaches on occasion at Roger Williams University.
Cheryl lives on Aquidneck Island and enjoys spending time with family and friends. She enjoys helping people and having the opportunity to build strong relationships with clients at all stages in life.
*Axis Advisors, LLC and O’Reilly Skuncik & Sanfilippo, Ltd. are separate and unrelated entities.