CHERYL GRUETZMACHER

Cheryl Jean Gruetzmacher has over 20 years of experience in the financial advising industry. She began her career in New York City, where she laid the groundwork for a distinguished career in finance. Starting at Merrill Lynch in June 2005, Cheryl quickly made a name for herself with her adept handling of client portfolios and investment strategies. Her early experiences in the vibrant financial environment of New York City helped shape her approach to financial advising.

After her tenure at Merrill Lynch, Cheryl moved to UBS Financial Services in February 2009, where she continued to refine her investment expertise. Her methodical approach to financial planning and her focus on fundamental analysis became cornerstones of her practice. At UBS, Cheryl’s dedication to understanding the core principles of investment allowed her to provide well-informed, strategic advice to her clients.

Cheryl’s commitment to her clients and her analytical rigor were further demonstrated during her time at Wells Fargo Advisors, where she worked from June 2013 to June 2016. Her role involved crafting personalized investment strategies and managing complex portfolios, reflecting her deep understanding of market dynamics and client needs. Since August 2016, Cheryl has been with Balboa Wealth Partners, Inc., as the President of The Gruetzmacher Group and Investment Advisor continuing to apply her fundamental approach and methodical strategies. Her work emphasizes thorough analysis and careful planning, ensuring that her clients receive high-quality, tailored investment solutions.

Cheryl has a strong connection with Patrick, a close friend for over 25 years, and Joseph, her son. As she approaches the last decade of her career, Cheryl has thoughtfully included Patrick and Joseph in her contingency plan. She is committed to investing in the next generation to ensure her clients are well cared for during their most vulnerable years. This forward-thinking approach highlights Cheryl’s dedication to providing continued, exceptional service and her desire to leave a lasting impact on her clients’ financial well-being.

Cheryl is happily married to her husband, Marty. Together, they enjoy international travel with their families, including their 6 children and many grandchildren. They are dedicated to making the most of life’s special events and being there for others during times of need. Their shared passion for family and commitment to supporting those around them reflects their deep values and personal joy.

Cheryl and her team are deeply passionate about ensuring their clients’ well-being. They are willing to take on even the most cumbersome tasks to provide exceptional service. Whether assisting with major transactions such as purchasing or selling a home or vehicle, moving out of state, downsizing as clients age, or offering support during the loss of a loved one, Cheryl and her team are dedicated to going the extra mile. They are committed to showing up for their clients when they need them most, reflecting their genuine dedication and care.

To contact Cheryl directly, you can call her at 609-751-7276 or email her at [email protected].