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Sherry Rhoades Beal, B.B.A.

Certified Financial Planner®

Sherry is a Certified Financial Planner and Realtor.  She has a BBA in Finance from the University of North Texas and an extensive background ranging from trust and estate administration, managing a large charitable foundation to running her own fee-only financial planning company.  


A valuable resource and noted expert, she has been quoted in many publications including Newsweek, Smart Money Magazine, Yahoo! Finance, Bloomberg Wealth Manager, Financial Planning Magazine, Investment Advisor Magazine, The Dallas Morning News and has appeared on KMOX St. Louis Talk Radio.   She is a member of Who’s Who in Finance and Industry and has served as a past board member of the Financial Planning Association.

Sherry Rhoades Beal



University of North Texas - Denton, Texas

Bachelor of Business Administration, 1990




Beal Law Firm  2005 - present

CertifiedDivorce Financial Analyst™

Certified Financial Planner©


Live and Dream, LLC DBA Rhoades Financial Planning  1996 - 2005

Certified Divorce Financial Analyst™

Certified Financial Planner©


Foundation of the Jewish Federation of Greater Dallas 1996 - 1997  

Foundation Administrator                                                                                                       

Quest Capital Management, Inc. 1994 - 1996

Financial Planner


NationsBank  1991 - 1994

Trust Administration Associate

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