620 Coolidge Drive, #165
Folsom, CA 95630





Cheri Herbert-Carter

Cheri Herbert-Carter

Financial Advisor

Cheri L. Herbert Carter has served in the Financial Services industry for over 25 years. She has worked as a Financial Consultant in the banking industry and currently she is an Independent Advisor with Capstone.

Cheri has worked with several financial institutions developing new investment programs. She was responsible for developing training programs for newly licensed staff. Her responsibilities also included supervision of Registered Representatives and Licensed Bankers in the Northern California. Cheri has worked as a Business Development Officer for the Trust Department, responsible for new clients and assets growth.

Cheri is FINRA Licensed including (Series 6, Series 7, Series 24, Series 63), and Life and Health licensed. She attended Sierra College as well as UC Davis Extension.

Cheri believes in giving back to the community.  One of the most rewarding ways she gives back is by serving as a board member of the Mercy Springs Foundation for the past 11 years. She also serviced on the Advisory Council of the Salvation Army.

Cheri grew up in Roseville, California. She enjoys boating, snow skiing, riding bikes, traveling, as well as working weekends on her tropical landscape with her husband Bill and her Golden Retriever Rowdy.


CA Lic. 0736636 | Registered for securities in CA - CRD # 1644502

Phone (916) 257-3052
Fax (916) 979-7822
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck