Cheryl Costa (BS, CFP®, MBA)
Cheryl Costa focuses in the
following client markets or areas of practice:
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Cheryl is the Principal of Woodside Wealth Management. She has almost 20 years of experience in the financial planning and investment management industry and her specialties include retirement planning and distribution strategies, education funding analyses, taxes and investments.
Cheryl is committed to the fee-only comprehensive planning model and has been a member of NAPFA since 2002.
Additional Information
Cheryl's financial planning and investment management expertise is widely recognized and she has been quoted in the Wall Street Journal, The Boston Globe, The Washington Post, Financial Advisor Magazine, Kiplinger's Personal Finance, and Money Magazine. In addition, Wealth Manager magazine named Cheryl as one of the "Top 50 Women in Wealth Management".
Cheryl is a graduate of Worcester Polytechnic Institute, where she received a Bachelor of Science degree. She also received a Master of Business Administration degree (MBA) from Boston University.
NAPFA Start Date
April 22, 2002
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