• 1500 Palma Dr #133, Ventura, CA 93003
  • (805) 655-5062
Align Your Goals and Your Financial Resources Today

Sherman Asset Management was founded by Roy Sherman in 2014. Roy uses his background in the fields of psychology, business, & financial planning to assist his clients in achieving their goals and navigating financial decisions.

Roy is a CFA® charterholder and a CFP® practitioner.

A CFA charterholder is an investment management professional who is dedicated to shaping and upholding the highest professional standards, cultivating strong and fair investment markets, and putting investors’ interests first. CFA charterholders must pass 3 examinations, complete 4 years of qualified work experience in investment decision making, and agree to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.  Click here for more information on the CFA designation.

A CFP® practitioner is a financial planning professional that has met rigorous professional standards and adheres to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.  To be certified, a CFP® practitioner must complete a program of study in personal financial planning, pass an exam, complete at least 6,000 hours of qualified experience, and adhere to the high standards of ethics enforced by the CFP Board.

CFA Institute marks used herein are trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Financial Planning
Do you know how your financial resources align with your life's aspirations?
Portfolio Management
Create more wealth by using essential investment techniques
Solopreneur Tax Reduction
There are special retirement plans available to help solopreneurs reduce their taxes. Click to find out more!