Our Qualifications

 
Employer Sponsored Retirement Plan Consulting
 
 
 
 
Sherilyn Schwartz, CRSP & AIF®
 
Ms. Schwartz has over 25 years of experience in the financial services industry. For the 10 years prior to forming Corporate Retirement Advisors, Ms. Schwartz worked for US Bank, National Association as a Trust Officer and Relationship Manager in the Institutional Trust & Custody Department. She focused primarily on 401(k) retirement plans for business and industry in the Greater Oregon and Northern California markets.
 
Ms. Schwartz’s education includes:
 
  •       Bachelor of Science from University of Oregon

  •       National Employee Benefit Graduate Trust School

  •       Center for Fiduciary Studies
 
Ms. Schwartz holds the following designations:
 
  •       CRSP ~ Certified Retirement Services Professional designation from the Institute of Certified Bankers.

  •       DCP Fellow ~ Defined Contribution Plan Fellow from the Boston Research Group & 401(k) Exchange.

  •       AIF® ~ Accredited Investment Fiduciary™, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education.
 
In addition, Ms. Schwartz holds the following registrations and licenses:

  •       Series 7 – General Securities Representative

  •       Series 66 – Uniform Combined State Law Registration

  •       Life Insurance

  •       Health Insurance

A native Eugenean, Ms. Schwartz has close personal and family ties to the business community in Eugene and Roseburg. She is actively involved in local community organizations including:
 
  •       Eugene Rotary (2004 – 2006 Board Director)

  •       Eugene Rotary Charitable Trust (2004 – 2006 Board Trustee)

  •       EWEB Child Development Center (2004 – 2007 President)

  •       Professional Women’s Forum (Past-President)

  •       ASPPA – American Society of Pension Professionals & Actuaries (Active Member)

  •       Oregon Club (Active Member)
 
 
Contact Information
 
Sherilyn Schwartz, CRSP & AIF®
President
Corporate Retirement Advisors Inc
72A Centennial Lp, Suite 110
Eugene OR 97401
 
Office: 541-338-4272 | Fax: 541-338-7882
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Securities and advisory services offered through Financial Telesis, Inc.