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Cherry Laska, CFP, CPWA - Partner, Senior Wealth Advisor at Trillium Wealth

Partner, Senior Wealth Advisor

Cherry Laska

CFP®, CPWA®

Winter Park, Florida
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Meet Cherry

Cherry Laska is a Partner and Senior Wealth Advisor based in Winter Park, Florida. Cherry is a CERTIFIED FINANCIAL PLANNER™ professional who has dedicated her life to serving her country and community. She is a passionate female advocate and focuses on sharing her professional and experiential knowledge, gained through a diverse background, to provide clients with comprehensive wealth management and concierge-level service.

After earning her degree from Florida Tech as a distinguished military graduate, she proudly served as a U.S. Army Aviation Officer, leading soldiers and flying helicopters and reconnaissance aircraft assigned to the Military Intelligence Unit.

In addition to her financial services career, Cherry built a socially and economically responsible education services company that provided tutoring to underprivileged children throughout Florida. She has also spent time as a stay-at-home mom and helped build youth sports programs. In February 2020, she published her first novel, Smoke Reactivated.

Cherry has three grown children and lives in Winter Park, Florida, with her husband, Steve. In her downtime, she enjoys golfing, reading, writing fiction thriller novels, cooking, and spending time with her family and friends.

Cherry develops lifelong client-advisor relationships and considers each person's unique situation while serving as a fiduciary and guiding individuals and families through the wealth management process. She specializes in delivering holistic, forward-thinking solutions that integrate sound retirement planning along with wealth transfer strategies in coordination with tax and legal advisors.

Qualifications

Education

BS Distinguished Military Graduate with a degree in Aviation Management / Flight Technology from Florida Institute of Technology

Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Private Wealth Advisor® (CPWA®)

Licenses

  • Life Insurance
  • Health Insurance
  • Variable Annuities

Affiliations & Credentials

United States Army
U.S. Army Aviation
Certified Financial Planner
CFP®
Certified Private Wealth Advisor
CPWA®
Florida Institute of Technology
Florida Tech
“Don't suffer in silence”

Cherry Laska

Office Location

Winter Park, FL

230 S. New York Ave Suite 200

Winter Park, FL 32789

Ready to Work with Cherry?

Schedule a conversation with Cherry to discuss your financial goals and discover how Trillium Wealth can help you pursue true wealth.

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