Sheryl Schardt

Experience & Background

I joined Continuum Consulting Group in April 2015 and serve in senior operations and client support, playing an integral role in the daily functioning of our office. I bring strong organizational skills and attention to detail to my work by assisting our financial planners with client service, research, deadlines, and meeting compliance requirements. Before joining the CCG team, I spent 12 years in the financial planning industry as an underwriting manager for Spectrum Financial Network. I received my Associate Degree in Business from Irvine Valley College.

Approach to Client Service

Caring about our clients’ needs and expectations is my number one priority. I’m dedicated to making every interaction as smooth and welcoming as possible, and I take pride in keeping things organized behind the scenes, so clients feel supported and confident. Clients regularly compliment me on my professionalism, efficiency, and how pleasant I am to work with, and that feedback means a lot to me.

Outside the Office

Outside of work, I enjoy spending time with family and friends, being outdoors, taking gym classes, and reading. My husband and I live in Trabuco Canyon with our three children, and we love the sense of community and access to nature that our area offers.