Bowker
Biography:
Timothy J. Sherer, MBA, ChFC, CLU
Tim
Sherer has been in the financial services industry since
1970, providing the finest service and advice to his clients.
He received his bachelor’s degree in business from Ohio
University, graduating with Honors Cum Laude), and his MBA
from Santa Clara University. Continuing his career-related
education, he has earned the professional designations of
Chartered Financial Consultant (ChFC) and Chartered Life Underwriter
(CLU). Tim is CEO of The Sherer Group, LLC in San Jose, California.
Demonstrating
a seasoned understanding in meeting the needs of high net-worth
individuals, successful professionals, retirees and business
owners of both private firms and public corporations, Tim’s
focus is on retirement, estate executive benefits and charitable
planning.
Tim
is a past President of the Silicon Valley Association of Insurance
and Financial Advisors. He also has achieved membership status
in the Honor Roll of the Million Dollar Round Table (MDRT),
and international consortium of the top 5% of the world’s
insurance producers and financial planners with only 5% of
these attaining Honor Roll ranking. He is a member of the
American College’s Chartered Financial Consultant (ChFC)
and Chartered Life Underwriter (CLU) associations. Tim has
been a past speaker at the MDRT’s annual international
meeting, a keynote speaker, penned numerous financial articles
and been a moderator of business courses for the Life Underwriters
Training Council and the National Association of Financial
Services Professionals. His most recent publication, Wealth
by Design…Simple Concepts to Make It and Keep It.
is available at his website www.thesherergroup.com.
Tim is currently working on his sequel, Wealth By Design
II.
Tim
is a past member of the Business Alliance Team of the Saratoga
Education Foundation and a Charter Club President of the San
Jose Active 20-30 International Service Club, and a prior
Board member of Saratoga Little League. He has coached baseball
and basketball for many years. In his leisure, Tim is an avid
fly fisherman and skier and enjoys motorcycle and dirt-bike
riding. He and his wife, Theresa, have one child. They are
residents of Los Gatos, California.
Web: www.thesherergroup.com
Email: tim@thesherergroup.com
Address: The Sherer Group, LLC
3031 Tisch Way
San Jose, CA 95128 USA
Phone: (408) 984-7526
Fax: (408) 984-7523
