Cheryl Furlong, CFP®, CPA/PFS
While working as a CPA, Cheryl Furlong saw a need for clients to have their tax planning blended into a comprehensive, evidence-based wealth management approach. This led her in 2000 to becoming a founding member of WealthQuest Financial Services in Norfolk, Virginia, and she led that team until the firm’s merger with Buckingham Strategic Wealth in 2018.
The most rewarding part of her work as a wealth advisor is when she sees her clients move closer to their most important financial goals. Cheryl works with them to build and implement all-encompassing financial plans that take into account their specific needs, wants and circumstances. She works with a team of other professionals to execute wealth management strategies for clients as they pursue their wealth transfer, retirement and tax objectives.
Cheryl has more than 25 years of experience in wealth management. Before WealthQuest, she was a senior manager at the accounting firm Wall, Einhorn & Chernitzer. She has a deep understanding of the financial-planning needs of both individuals and businesses.
Cheryl earned her bachelor’s degree in accounting from Old Dominion University. She is a Certified Financial PlannerTM professional and has served on the boards of several nonprofit organizations.