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Sherri Kitzberger, CDFA

Founder & CEO | Private Wealth Manager

(440) 505-5746
Paige Headshot - White Background (1).png

Sherri Kitzberger, CDFA

Founder & CEO | Private Wealth Manager

(440) 505-5746

Sherri Kitzberger is the Founder and CEO of Olympia Wealth and Life Management, with more than 25 years of expertise in financial services. She is passionate about guiding individuals and families to create a financially fit mindset—living fully today while building confidently for the future.

A dedicated advocate for women’s financial independence, Sherri hosts Wine, Women & Wealth workshops that educate, inspire, and equip women to take charge of their financial journeys. Her leadership reflects an unwavering commitment to clarity, confidence, and empowerment at every stage of life.

In 2014, Sherri earned her Certified Divorce Financial Analyst™ (CDFA®) designation, enabling her to help clients navigate the financial complexities of divorce with fairness and compassion. Often called a “Financial Life Coach,” she believes money should be a tool for security and confidence, and she empowers clients to align their financial decisions with the life they want—today and in the future.

CERTIFICATIONS

  • Series 7 – General Securities Representative License (FINRA)

  • Series 65 - Uniform Investment Adviser Law Examination

  • Ohio Life, Accident & Health Insurance Certified

  • Certified Divorce Financial Analyst (CDFA®)

  • Comprehensive Wealth & Financial Planning

  • Financial Mindset Coaching & Empowerment

  • Women’s Financial Independence & Education

  • Divorce Financial Planning (CDFA® Guidance)

  • Retirement Income & Planning Strategies

  • Lifestyle Planning & Legacy Preservation

  • Educational Workshops & Speaking Engagements

  • Vision Planning & Goal Setting

Specialties & Focus Areas
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