Sherrill J. St. Germain, MBA, CFP®, is founder and principal of New Means Financial Planning, a fee-only financial planning firm launched in 2003. In building and managing the firm, her guiding principle is to be the financial planner she always wanted to hire before becoming one; that is, one who:
Sherrill is a NAPFA-Registered Financial Advisor, a designation signifying that a financial planner adheres to the industry's most demanding practice requirements, including Fee-Only compensation, and meets the rigorous standards of the National Association of Personal Financial Advisors (NAPFA.) She was the original Program Manager and Curriculum Designer for the NAPFA FOSTER Program, a virtual practice management training program for fee-only financial planners.
Sherrill is also a Certified Financial Planner™, having completed the final requirements for CFP® certification in February 2006. In order to maintain her NAPFA membership and CFP® certification, Sherrill is required to complete 60 hours of continuing education every two years.
Prior to becoming a financial planner, Sherrill enjoyed a successful career in software engineering, project management, and product marketing, gaining the analytical, organizational, and communication skills she needs as a financial planner. Most recently, as Senior Product Manager at KANA Software in Manchester, NH, she oversaw the specification, development, and rollout of KANA’s next generation Web-based customer service software.
Sherrill volunteers her time tor the New Hampshire chapter of the Jump$tart Coalition for Personal Financial Literacy, a non-profit dedicated to improving the personal financial literacy of young adults. Sherrill has been interviewed by the Nashua Telegraph, Hollis Times, NH Mirror for Women, Manchester's WMUR channel 9 and Nashua's WYCN TV-13. She has been quoted on her special area of interest -- financial planning for career changers -- in Kiplinger's Personal Finance, Financial Advisor magazine and Doctor's Digest, and her article Your Client's New Career was published in Financial Planning magazine.
Education and Training
• CFP® Professional Education Program, College of Financial Planning, Denver, CO
• Master of Business Administration, Clark University, Worcester, MA; inductee Beta Gamma Sigma honor society
• Bachelor of Science in Electrical Engineering, magna cum laude, Tufts University, Medford, MA
• Additional training: NAPFA Basic Training, NAPFA FOSTER Program, Garrett Planning Network training
(603) 465–3485
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