Broker Check
Cheryl Hirss, ChFC®, AIF®Chartered Financial Consultant, Accredited Investment Fiduciary

Cheryl Hirss, ChFC®, AIF®
Chartered Financial Consultant, Accredited Investment Fiduciary

Owner: Sagewater Financial, Registered Representative, and Limited Partner/Investment Advisor Representative with United Planners

Cheryl, a native of Washington, joined Gies Associates, LLC (now Sagewater Financial)  in 2004 after beginning her financial planning career in 2003. She affiliated with United Planners as a Registered Representative in 2012. Her Bachelor's Degree in business was received from the University of Washington, she has been Series 7 and 66 licensed since 2003, and holds the Washington State, Oregon, Utah and Colorado Life/Variable/Disability Insurance Licenses. Cheryl maintains the ChFC (Chartered Financial Consultant) and the AIF Fiduciary credentials (Accredited Investment Fiduciary), has extensive experience in client services and her leadership in financial planning/analytics, risk analysis and portfolio construction keeps Sagewater Financial at the forefront of our industry. She is a Limited Partner of United Planners Financial Services.

Cheryl played Division I soccer at the University of Washington and received her American Association of Snowboard Instructor’s Level 2 Certification. As an avid yet very mediocre runner she has ran a few marathons and enjoys trail running and team races.  She supports the local food bank, local trail associations, and involves herself in the events of her children's education center. Along with being a member of the University of Washington Alumni Association, she is a member of the Northwest Estate Planning Council.

Cheryl and her husband, Galen, have a daughter and son and enjoy all the outdoor adventures and culinary experiences that the Pacific Northwest has to offer. In their spare time they are likely to be spotted in the Methow Valley, on Lopez Island or at Mt. Baker.