Sherry Echart, CPFA®

Sherry Echart, CPFA® is a Senior Retirement Plan Specialist at HUB Investment Partners where she works with K-12 Public School Districts and Charter Schools to provide financial education and retirement planning services. Sherry’s goal at HUB is to ensure every teacher, administrator, and staff has a solid understanding of how their pension works and  a plan to fill any gaps in retirement income.

Sherry studied Business Management at the University of North Texas and has earned the CPFA®  Series 65 license. In her current role, Sherry focuses on personalized financial and retirement income plans that meet her client’s individual goals. Before joining HUB, Sherry worked as a Vice President and Financial Advisor at JP Morgan Chase.

Sherry currently lives in the DFW area with her husband and three dogs. In her free time, Sherry enjoys cooking, dancing, and spending time with her family.