The last update in our August/September series of “Getting to Know Us” bios …
GETTING TO KNOW SHERI IANNETTA CUPO, CFP®
The Professional Stats
• SAGE Role: Founding Principal, aka, “Chief SAGE”
• Street Cred: Formerly with General Electric in financial and customer service management positions; now a business owner. We call Sheri the Swiss Army Knife for helping families quickly cut through their array of financial complexities.
• Degrees and Such: CERTIFIED FINANCIAL PLANNER™ professional; graduate of GE’s prestigious Financial Management Program; bachelor’s degree in finance graduating Magna Cum Laude from Virginia Tech.
• Community Connections: Member of the global women’s networks 85 Broads and Project Eve; member of the National Association of Personal Financial Advisors (NAPFA).
Biggest life lesson
In 2008 (just as the Great Recession got under way!) my family and I were in a serious car accident. My husband and two sons were banged up but otherwise fine; I could still walk and talk, but my neck was fractured in two places. While recovery was long and slow, 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 own challenges, especially in connecting their financial decisions with their deepest life goals.Best way to unwind
I always make time for daily meditation. I also try to get in at least 10,000 steps a day. But, really, I’m most in my element listening to music and attending rock ‘n’ roll concerts with my guys. Recent concerts included the Foo Fighters, Elton John & Billy Joel, Squeeze, B-52’s and The Who. I also enjoy the best medicine of laughter by seeing comedians’ shows, such as Steven Wright, John Pinette and Louis CK.Favorite reads
Susan Cain’s “Quiet”, Carl Richards’ “The Behavior Gap,” Bo Burlingham’s “Small Giants,” Guy Kawasaki’s “Enchantment,” and … stay tuned. I’m a voracious reader, and I look forward to continuing to share ongoing insights in our “9 Notes” series. Favorite reads as a young girl (and to this day!) Madeleine L’Engle’s “A Wrinkle in Time,” Harper Lee’s “To Kill a Mockingbird” and L.M. Montgomery’s “Anne of Green Gables.” (You may notice a theme here!)
Favorite quote taken to heart
“Life astounds us in an instant, changing all we know.” ~ Mary Chapin Carpenter
Most people wouldn’t guess …
Even though I cannot sing a note or play a musical instrument, I secretly dream of going on tour. In real life, I live vicariously through my sons’ musical talents: Dominic’s electric guitar and Devon’s drums. Check out Devon’s rockumentary, Sprechen sie Awesome, inspired by “This Is Spinal Tap.”