Cheryl A. Costa, MBA, CFP®
Founder & Principal
Cheryl is the Founder & Principal of Woodside Wealth Management LLC. She began her career in financial planning and investment management in the late ‘90s after graduating from Worcester Polytechnic Institute and working as an information security engineer for the MITRE Corporation. She holds a Master’s degree in Business Administration from Boston University and is a CERTIFIED FINANCIAL PLANNER™.
Cheryl has over two decades of experience advising clients in all areas of wealth management and her specialty is helping retirees and almost-retirees develop a financial plan that assures that income is available for a retirement that may span multiple decades. As a proud WPI grad, Cheryl also enjoys working with clients in the tech and pharmaceutical industries and she has a niche working with women in those industries.
Cheryl is committed to the fee-only comprehensive planning model and she has been a member of the National Association of Personal Financial Advisors (NAPFA) since 2002. She served on NAPFA’s Northeast Region Board from 2005 through 2010 and she served on NAPFA’s National Board from 2012 through 2015.
Cheryl is also very active with the CFP®
Board and served as a CFP®
Board Ambassador from 2015-2023. In addition, she served as a member of the CFP® Board’s Disciplinary and Ethics Commission (DEC) from 2014-2018, and again from 2020-2022.
Cheryl wrote the “Managing Your Money” blog for the Boston Globe for several years and has been quoted multiple times in the Wall Street Journal and the New York Times.
Away from work Cheryl enjoys her rowing machine, yoga, beach walking and reading a ridiculous number of finance books.