WHAT WE DO

Sherri Banta Group is a financial planning firm located in Arroyo Grande, CA. We grow and protect your money by eliminating risk of loss and maximizing returns through the use of insurance products. As fiduciaries, our goal is to share what we know with you so you can achieve your financial goals; all while keeping your best interest at heart. We provide ongoing personal services and support with no consultation fees – EVER.

My name is Sherri Banta and I’m the owner of Sherri Banta Group. I’ve been helping people make the most of their money since 2003. As a fiduciary, my business is built on relationships. I provide personalized financial plans that are tailor made for you, your business, and your family. If you’re making money, I’ll help you protect it from loss while growing your principle. License #0E44399 National Producer #8140089