sherry rhoades beal

Certified Financial Planner®
Certified Divorce Financial Analyst™

Licensed Real Estate Sales Agent

Sherry is a Certified Financial Planner, Certified Divorce Financial Analyst, and Real Estate Sales Agent. She has a BBA in Finance from the University of North Texas and an extensive background ranging from trust and estate administration, managing a large charitable foundation to running her own fee-only financial planning company.

A valuable resource and noted expert, she has been quoted in many publications including Newsweek, Smart Money Magazine, Yahoo! Finance, Bloomberg Wealth Manager, Financial Planning Magazine, Investment Advisor Magazine, The Dallas Morning News and has appeared on KMOX St. Louis Talk Radio. She is a member of Who’s Who in Finance and Industry and has served as a past board member of the Financial Planning Association.

EDUCATION

University of North Texas - Denton, Texas
Bachelor of Business Administration, 1990

EXPERIENCE

Beal Law Firm 2005 - present
CertifiedDivorce Financial Analyst™
Certified Financial Planner©

Live and Dream, LLC DBA Rhoades Financial Planning 1996 - 2005
Certified Divorce Financial Analyst™
Certified Financial Planner©

Foundation of the Jewish Federation of Greater Dallas 1996 - 1997
Foundation Administrator

Quest Capital Management, Inc. 1994 - 1996
Financial Planner

NationsBank 1991 - 1994
Trust Administration Associate