“Do chefs make better financial advisers? Second-act advisers can bring something unique to the table”

Sheri was featured in The Wall Street Journal’s MarketWatch article by Charles Passy

“It also helps that they may have specific knowledge and experience that allows them to target a niche clientele — as in former colleagues or just professionals with a similar background. Sheri Iannetta Cupo, a founding principal of SAGE Advisory Group in Morristown, N.J., says that as a former GE employee, she found it frustrating trying to make sense of the stock options she was granted. “I asked around for help and no one seemed to understand what they were or what to do with them,” she says. As a result, she’s made guiding corporate employees through compensation packages a key part of her practice. “I have a deeper understanding of what our clients deal with day-to-day,” she says.”

Please visit here to read more: http://www.marketwatch.com/story/do-chefs-make-better-financial-advisers-2013-06-20