Biography of Sherri F. Weintrop, CPA, CFPTM, ADPA®

 

Ms. Weintrop is the President of Wealth Management Advisors, Inc.SM, a Registered Investment Adviser. Her client base consists of individuals, pension and profit sharing plans, trusts, estates, public corporations, and closely held businesses. She acts as the financial quarterback for many top-level executives, physicians, professional athletes, small business owners and retirees who choose to spend their free time enjoying life rather than managing their financial affairs.

 

From 1986 through 1997, Ms. Weintrop was an owner and CFPTM at Plaza Financial Group, Inc.  Prior to her association with Plaza, Ms. Weintrop was a tax and personal financial planning specialist with one of the world's largest public accounting firms.

 

Ms. Weintrop is a Certified Public Accountant (CPA), Certified Financial PlannerTM (CFPTM) and Accredited Domestic Partnership AdvisorSM (ADPA®).  She is a member of the Missouri Society of Certified Public Accountants (MSCPA) and the International Board of Standards and Practice for Certified Financial Planners (IBCFP).  She has successfully completed the necessary course work and exams to hold a FINRA General Securities and a General Securities Principal’s license.

 

Ms. Weintrop graduated with a BS in Accountancy from the University of Missouri-Columbia.

  

2275 Schuetz Road

St. Louis, MO  63146

Tel: 314-569-3311   Fax: 314-569-0721

E-mail: sweintrop@wma-stl.com

 

To learn more about the professional history of our financial advisor(s), please visit the SEC's website.

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Investment advisory services, fixed and traditional insurance, and tax and accounting services offered through Wealth Management Advisors, Inc.SM, a Registered Investment Advisor.  Tax preparation and Bookkeeping services offered through WMA Tax Services, LLC.