At the Sherri Banta Group, we are proud to be financial planners. With our founder, Sherri Banta, who has over 19 years experience, is a licensed fiduciary and a national producer of life insurance, we are able to service all across the nation and are legally bound to act transparently and in your best interest. Founded in 2011, our group has six proficient financial specialist spread across California. We are committed to making a positive impact in the lives of our clients by utilizing the power of number facts to save money and achieve their financial goals. We believe that everyone deserves peace of mind, and we are dedicated to making the most of your money through the use of modern insurance products that are transparent, and cost-effective for our clients.

What We Do

Compassionate Advocacy

Our founder, Sherri Banta, instilled a deep sense of compassion and dedication to helping others in our company’s DNA. As senior advocates, we understand the unique challenges and concerns that come with planning for the future. Our team is committed to walking hand in hand with you on this journey, offering personalized solutions tailored made to your individual needs. We’re not just offering policies; we’re building relationships and fostering trust that lasts a lifetime.

A Down-to-Earth Approach

While our expertise and professionalism set us apart, we pride ourselves on maintaining a down-to-earth, approachable demeanor. We believe that financial planning should not be intimidating or confusing, we keep it simple. Our friendly team of experts is always ready to listen to your concerns, answer your questions, and guide you through the process with clarity and simplicity. Rest assured, we speak in plain language, and we’re here to help with the “what if’s” of life.

Saving Money, Maximizing Value

We Don’t Spend Your Money, We Re-Route It So It’s There When You Need It – So It Works Harder For You

As a company we go the extra mile to identify cost-effective solutions so your money works harder for you. Our commitment to transparency means to keep it simple, review the options available to you, ensuring you make informed decisions that align with your financial goals. We understand the value of hard-earned money, and our mission is to protect you, your family and your business.

Passion for Mathematics

From an early age, our founder, Sherri Banta, developed a deep appreciation and love for mathematics. This passion has translated into our meticulous approach to analyzing financial data, creating tailored made plans, and optimizing strategies for our clients. Our dedication to the numbers ensures that you receive accurate, data-driven recommendations, giving you the confidence that your financial future is in capable hands.

Our team of expert financial planners go hard to work for you after completing a financial needs analysis.

Meet Our Founder: Sherri Banta

Your Financial Partner for Peace of Mind, Your Current and Financial Future

A Passion for Savings: Can’t Lose Money

Saving money isn’t just a goal; it’s a way of life. From the moment I embarked on this journey, after leaving a household name provider when I found out that there were better products to protect my clients they weren’t offering, I’ve been committed to helping my clients save and invest wisely. With a keen eye for opportunities and a deep understanding of the financial landscape, I take pride in presenting you with innovative strategies that maximize your returns while safeguarding your hard-earned wealth.

Building Lasting Relationships: Sherri Cares!

In a world of transactions, I prioritize connections. I believe that genuine relationships form the bedrock of successful financial planning. As your financial partner, I take the time to get to know you, your values, and your dreams. By understanding your unique circumstances, I can tailor personalized solutions that align with your goals and bring you peace of mind.

Your Dreams, Our Mission

Life is a journey, and we all have aspirations that define the path we take. As your dedicated financial advocate, I am committed to transforming your dreams into achievable milestones. Whether you seek a comfortable retirement, your child’s education, or leaving a lasting legacy or all of the above. Together, we’ll create a comprehensive roadmap to turn those dreams into reality.

The Art of Creative Problem-Solving

Challenges are opportunities in disguise. Drawing from my love of mathematics since an early age, I embrace the art of creative problem-solving to navigate the complexities of finance. From analyzing market trends to identifying tax-efficient strategies, I will leave no stone unturned to address your financial concerns and seize opportunities for growth.

A Financial Planner with a Heart

Our services are not just a product; it’s a shield of protection for your loved ones. As a nationally recognized life insurance producer, I understand the emotional importance of safeguarding your family’s future. We don’t offer policies or plans you need to die to use, our plans set us apart. With empathy and expertise, I’ll guide you through the intricacies of financial planning, ensuring that your loved ones are financially secure no matter what the future holds.

Let’s Embark on Your Financial Journey

Your financial journey is about to take flight, and I’m honored to be your navigator. Together, we’ll chart a course that leads to prosperity, security, and the fulfillment of your dreams. Through every twist and turn, I’ll be there, providing steadfast support and expert guidance.

Community Connections

How We Contribute

No Better Time Than Now!

At Sherri Banta Group, we believe in the power of numbers, having a down to earth approach, and genuine connections with our clients. We are here to support you every step of the way. Together, let’s build a stronger, more secure tomorrow.. Contact us today to schedule a free consultation and discover how Sherri Banta Group can make a positive difference in your life.

                     License #0E44399 

                National Producer #8140089