Geraldine Cherrey Diamond, CFP, CRPC

Geraldine Cherrey Diamond, CFP, CRPC

Wealth Management Advisor

Phone: (443) 921-1530
Fax: (443) 921-1531
E-mail:

Gerri offers her clients over 25 years of experience in advising both individuals and businesses in the various areas of financial planning, including more than 17 years of Financial Services experience and over 25 years of Insurance Services experience.  Her qualifications include a CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®) designation, along with a Chartered Retirement Planning Counselor (CRPC®) certification

Since 1982, Gerri has advised Business Owners and Professionals, Federal, State and Baltimore City employees, and management teams on:

 She is licensed with the Financial Industry Regulatory Authority (FINRA) and applicable state agencies for conducting insurance, securities and investment advisory services, and she is also an active member of the Financial Planning Association and the National Association of Insurance and Financial Advisors (NAIFA).  

Gerri is a repeat recipient of the National Quality Award from Baltimore Life Underwriters. She has had numerous appearances on local radio programs and seminars, speaking on a range of financial planning topics (i.e. WCBM, WEAA). ]

  • Coordination of employer-sponsored and individually-secured benefits
  • Retirement Pensions and Benefits
  • Life/Health Policies
  • Long Term Care

The CRPC® designation is the mark of expertise in pre-retirement and post-retirement planning. The completion of this program allows Gerri to provide in-depth knowledge on asset management, estate planning and the entire retirement planning process using models and techniques for the needs of individuals, business owners, and professional clients.