Certified Estate Planner and Life Underwriter Training Certified Fellow
Sheila Cervera has over 21 years in the Insurance and Financial industry. She has helped many families to grow, protect and transfer their assets. Sheila is a Certified Long Term Care specialist (CLTC), Certified Estate Planner (CES), Life Underwriter Training Certified Fellow (LUTCF) and also holds her Series 6,63,66 and 7 Securities Licenses.
Sheila also works in the field of Medicare Planning and provides help with both Medicare Advantage Plans and Medicare Supplements.
She has presented numerous seminars at SEFCU, Employee Assistance Programs, Community Functions, Siena College and has been a guest speaker with the Alzheimer’s Association.
Sheila has attended Executive Education Series at both the Wharton School, University of Pennsylvania, and UCLA’s Anderson School of Management.
Sheila Cervera may be reached at