Senior financial advisor

meet
Cheryl Lutman, cfp

As a senior financial planner with WealthStone for the past 20 years, Cheryl Lutman works with individual clients to develop, implement, monitor, review and update strategies to meet their financial goals.

Cheryl Lutman, CFP

Senior Financial Advisor

As a senior financial planner with WealthStone for the past 20 years, Cheryl Lutman works with individual clients to develop, implement, monitor, review and update strategies to meet their financial goals. Her passion for WealthStone clients and pride in making a difference in their lives is evident by the consistent over-the-top feedback we get!

Cheryl, a CERTIFIED FINANCIAL PLANNER™ professional, came to WealthStone’s financial planning department in 1998 and has over 30 years in management, human resources, and customer service. She earned a Bachelor of Arts in communications from The Ohio State University, and currently, she is a member of the Financial Planning Association and several community volunteer organizations.

She and her husband Lowell live in north Columbus. She is on the Leadership team for Jerome United Methodist Church, leads a small group and loves volunteering for the Common Ground Free Store. In the free time she manages to find, she loves reading, crafting, making music and gardening.

Fun Fact: Cheryl hates coffee and beer (despite being born on St. Patrick’s Day!).

connect with Cheryl

If you want to get in touch with me, just drop a note into the form below and it will come right to me.

– Cheryl