Broker Check
Sherri Kitzberger, CDFA™

Sherri Kitzberger, CDFA™

Founding Partner | Private Wealth Manager

 

Sherri Kitzberger, CDFA™, brings over 18 years of insurance and finance experience to the firm. In 2010, Sherri co-founded Olympus Wealth Partners, Inc. with her husband, Jeffrey. She was previously the Founder and President of Fairmount Financial Group, an insurance services firm that merged with Olympus Wealth Partners, Inc.

Throughout Sherri’s professional career, she has developed a passion for helping women create and achieve their personal vision. An advocate of women and their financial independence, Sherri hosts regular workshops focusing on “Women and Wealth” which are geared towards empowering women through education. In 2014, Sherri obtained her Certified Divorce Financial Analyst™ designation. Sherri is dedicated to providing clients with the support, knowledge, and confidence to ensure a fair and equitable outcome.

Experience

  • 1997 - Founded and served as President of Fairmount Financial Group, Inc.
  • 2010 - Co-founded Olympus Wealth Partners, Inc. with husband, Jeffrey Kitzberger, CFP™

Qualifications

  • Certified Divorce Financial Analyst™, offers insightful analysis and strategic guidance on the financial decisions associated with a divorce proceeding
  • Member of the National Association of Professional Women

Sherri and her husband have three amazing children, Arianna, Alexandra and Annalyse - their “A-Team!” In line with her mantra of having a “superfit and superstrong mind and body,” she enjoys running, exercise, and reading. Sherri is passionate about helping the Aplastic Anemia & MDS International Foundation, the Cleveland Clinic Foundation, and the Taussig Cancer Institute raise awareness and funds in the fight against Bone Marrow Disease.

CA Insurance Lic #0I10181

 

 

Making a Difference One Star at a Time...

One of the places we truly enjoy is Pawley’s Island, South Carolina. We visit often and treasure the time we spend together as a family.Several years ago, I had the opportunity to actually “live” one of my favorite stories and impart the meaning of it in a way that will resonate with my family forever...

 

It was a spectacular morning.  I woke up early to enjoy one of my favorite things -- a sunrise run on the beach.  Starting my run, I noticed what appeared to be a starfish in the sand.

As the sun started to rise, I soon realized that the random starfish I was dodging weren’t so random. I stopped and watched as the tide would come in and then recede, leaving starfish after starfish stuck in the sand. The tide was getting lower leaving the starfish stranded. The sun was also getting warmer, so I knew time was of the essence.

Quickly, I ran back to our house to rouse our sleeping children out of bed and return with them to the beach. With sleepy eyes barely open and their pajamas still on, they looked in amazement as they saw thousands of starfish stranded on the beach! We quickly went to work, carefully picking up as many starfish as we could. I would hold out my arms for them to pile the starfish on and then run beyond the waves, tossing them to the ocean. We did this for several hours as people began to gather on the beach and watch.

As I came in from the water, I heard our daughters, Arianna and Alexandra, talking with a man on the beach. He was asking them how long they planned to continue to look for starfish. He was telling them that they wouldn’t be able to help every starfish on the beach. Arianna looked at him and said,“but I can help this one!” as she handed it to me. I scooped her up and carried her out into the water where she tossed that one in by herself!

-Sherri