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SHE Wealth

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Financial Lifestyle Concierge

Financial Lifestyle Concierge Financial Lifestyle Concierge Financial Lifestyle Concierge

 Savvy, Healthy, Empowered 

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She Designed a Life She Loved

  • Savvy = Comprehension 
  • Healthy = Robust
  • Empowered = Confident

S.H.E. by Design

    Cherese L. Spand has thrived in the financial services industry for over 16 years. She attended Mercy College in Dobbs Ferry NY. 


Her corporate and secular experience has grown into a Passion to educate her clients in the areas of insurance, tax-free retirement planning and asset protection.


Having the background as a Cosmetology Educator coupled with strong managerial skills and training created a perfect storm.  


The collaboration of the two industries prompted Cherese to address a need that was lacking, Financial Literacy for Women and Women in business.
 

Cherese’s unique skill set and determination has set her apart in the Financial Services arena.  Her focus is educating families on the importance of having a solid financial blueprint. 


Cherese is a member of Rotary International. She sits on the Executive Board for Monroe County Women’s Commission. 

And the Diversity Council for the Chamber of Commerce.
She won Distinguished Rotarian of the year for 2018-2019. 

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