Cheryl Zudell, ChFC® - Founder & Financial Advisor

With over three decades of combined experience in banking and comprehensive financial planning, Cheryl founded Sage Wealth Partners to provide sophisticated, wealth management with fiduciary standards to discerning clients and families.

As a Chartered Financial Consultant® and principal financial planner, Cheryl specializes in complex financial planning for affluent individuals and families, particularly those navigating retirement transitions and multi-generational wealth strategies. Her expertise encompasses advanced retirement income distribution planning, sophisticated tax mitigation strategies, comprehensive estate planning coordination, and intricate investment portfolio management across diverse asset classes.

Cheryl's distinguished career began with more than a decade in various roles within the banking industry. Recognizing her calling to provide more personalized, comprehensive guidance, she transitioned to financial planning in 2004. Since then, she has dedicated 20 years to helping successful individuals and families navigate complex financial decisions and better position their wealth strategies.

Her extensive experience managing substantial portfolios and diverse investment vehicles enables her to craft creative strategies for sophisticated financial challenges. She maintains a commitment to continuing education and stays current with evolving regulations, market dynamics, and advanced planning strategies that benefit her clientele.

Cheryl's approach centers on her commitment to place client interests above all else. She serves as both strategic advisor and a valued coach, providing ongoing guidance as clients pursue their financial objectives and adapt to life's transitions. Her clients benefit from her comprehensive industry knowledge, personalized attention, and ability to coordinate complex planning strategies across multiple financial disciplines.

A Virginia native, Cheryl now resides in Washington. She has four children and devoted grandparents to six grandsons and two granddaughters. When not serving clients, she enjoys traveling and exploring the outdoors. She has an active lifestyle and likes to run and hike. When it is time to wind down she enjoys relaxing with a good book or practicing yoga. 

Credentials: ChFC®, SIE, Series 63, 66, 6, and 7 securities registrations held through LPL Financial.