Sheri Iannetta Cupo, CFP®

Partner & Wealth Manager

New Jersey Office

Email: [email protected]

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With first-hand experience as a corporate executive, small-business owner and stay-at-home parent, Sheri is like a Swiss Army Knife: Her varied background has equipped her to help individuals and families cut through an array of financial complexities standing in the way of their most fulfilling lives.


Before beginning her career in financial planning, Sheri served for 15 years in various at General Electric (GE). She initiated her tenure in GE’s prestigious Financial Management Program, expanding into a variety of financial and customer service management positions in GE’s Power Systems group. Among her favorite roles was assisting the HR department by providing specialized employee counsel on company pension, 401(k), insurance and Social Security benefits.


Sheri’s GE tenure was rewarding and fulfilling. So, too, was her decision to break from the fast-paced corporate life in 1996 so that she could concentrate more fully on her family, and prepare for a new career as a business owner and financial life planner. During this period, Sheri pursued continuing education in financial planning, with a specialized interest in corporate compensation analysis and management. She also gained first-hand experience in considering family wealth from the vantage point of the at-home parent. In 2001, Sheri became a CERTIFIED FINANCIAL PLANNER™ practitioner and founded SAGE Advisory Group, which merged with Larry Annello’s BroadView Financial Planning in 2014 to form SAGEbroadview. Sheri holds a bachelor’s degree in finance from Virginia Tech, graduating Magna Cum Laude. She also is a member and proponent of the National Association of Personal Financial Advisors (NAPFA).

Biggest life lesson

In 2008 my family and I were in a serious car accident. My husband Dave and our two sons were banged up but otherwise fine; I could still walk and talk, but my neck was fractured in two places. Recovery was arduous, and I’ll always have some extra aches and pains, but it could have been worse. Countless friends, family and professional associates rallied around me in unimaginable ways, reaffirming how precious each individual is to the circle of life. The experience strengthened my resolve to help others face their challenges, especially in connecting their financial decisions with their deepest life goals.

Best way to unwind

I discovered meditation while recovering from my broken neck, and have continued practicing it ever since – at least 10 minutes every day. It’s so critical to my physical and mental stamina, I can always tell if I miss a day or two. I also love music of almost every genre; I always have. Maybe it’s in the blood, because our youngest, Devon, is majoring in percussion performance and composition at the Hartt School at the University of Hartford. I still have all sorts of favorite musicians, but now our favorite concerts are Devon’s.

Favorite reads as a young girl (and to this day!)

As anyone who follows our blog can tell, I’m a voracious reader, for business and pleasure. I’d say it all started with Madeleine L’Engle’s “A Wrinkle in Time.”  My nightstand has had a stack of books on it ever since. Every few years, I have to recycle the contents of my bookshelves to make way for new material. My husband Dave lets me know when the stacks have become overwhelming.

A special moment

In May 2018, our eldest son Dominic completed his undergraduate degree in robotics engineering. (He is currently in grad school finishing his Master’s in the same field). My parents are in their 80s, but they still joined us for the mostly outdoor ceremony. The weather was terrible, cold and rainy, so I was worried the day would be ruined. Thankfully, the school let my parents move to the sheltered area up front. This gave my father the chance to walk right up to Dominic while he waited in line and shake his hand and for my mom to give him a big hug. I don’t think I’ve ever seen my father or mother with bigger smiles on their faces than the day their oldest grandson got a college degree.

Favorite quote taken to heart

“Life astounds us in an instant, changing all we know.” ~ Mary Chapin Carpenter