Our Financial Professionals
Cheryl L. Charbonneau
CPA, CFP®, CGMA
CFO/Director of Tax Operations
Cheryl is not only CFO of Grace Tax Advisory Group, LLC. but in her function as Director of Tax Operations she oversees the comprehensive tax preparation and tax-efficient planning services for our clients.
After earning her bachelor’s degree in business administration and accounting from the University of Vermont, Cheryl became a Certified Public Accountant. Subsequently, she earned the Certified Financial Planner® and Certified Global Management Accountant designations and pursued fifth year graduate studies.
For 25 years, Cheryl worked as a CPA, which included 10 years as a partner in an accounting and wealth management firm in Naples. After obtaining her securities and life, health and annuity licenses, she spent the next several years as a financial planner and investment advisor. In that capacity, she was also able to utilize her accounting, tax and estate planning expertise.
Tired of Vermont winters and attracted by the weather and beaches, Cheryl moved to Southwest Florida in 1992. Born and raised in St. Albans, Vermont, she is the third of nine children.
About her decision to join Grace Advisory Group, Cheryl said, “I saw an opportunity to utilize my accounting and management skills where I can truly make a difference.”
Cheryl has two sons and two grandchildren. In her leisure time, she enjoys traveling, reading, going to the beach and spending time with her grandchildren.
Toll Free: 866-481-5550
Fax: (239) 481-5545