Cheryl Curran

Wealth Advisor, CFP®

A CERTIFIED FINANCIAL PLANNER™, Cheryl joined our firm in 1993 and was the company’s first financial advisor outside the Merriman family.

Cheryl holds a bachelor’s degree in economics from the University of Washington and she has been quoted in the Seattle Times.

Cheryl is an ardent college football fan. She loves to travel, swim, scuba dive, bike, read and spend time with friends and family.

I really appreciate the opportunity I have been given to work with so many great clients over the years. As one of Merriman’s first advisors, it has been such an amazing experience to grow with the firm and really get to see my clients achieve so many amazing things in their lives. I can’t imagine a better place to work or a better group of clients.

Umbrella insurance

Sep 26, 2013

When you hear the term “umbrella insurance,” your first thought might be, “What do umbrellas have to do with insurance? Is this just another product the insurance industry is trying to sell me?” Actually, umbrella insurance has nothing to do with conventional...

I’m finally making some money…now what?

May 2, 2013

I recently had the pleasure of sitting down with a client’s daughter. She’s in her twenties, just finished up her nursing degree six months ago and is working the night shift at a local hospital. She is living with a couple of roommates and is finally in a position to...

Give your valentine the most thoughtful gift ever

Feb 14, 2013

Happy Valentine’s Day! Instead of giving your sweetie another trinket they will forget about within a week, why not give them the most thoughtful and caring gift you can give your spouse: A conversation about your finances. I realize this is not the most romantic...

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.