About Us

TIM SHERER

Managing Member and Principal

P: (408) 984-7526
F: (408) 984-7523

tsherer@sherergroup.com

Tim Sherer has been in the financial services industry since 1970, providing the finest service and advice to his clients.  He received his bachelor’s degree in business from Ohio University, graduating with Honors (Cum Laude), and his MBA from Santa Clara University.  Continuing his career-related education, he has earned the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).  Tim is CEO of The Sherer Group, LLC in San Jose, California.  Tim was also founder and CEO of an internet start-up, Extracents, Inc.

Demonstrating a seasoned understanding in meeting the needs of high net-worth individuals, successful professionals, retirees and business owners of private firms and public corporations, Tim’s focus is on retirement, estate planning, executive benefits and charitable planning.

In the past Tim was President of the Silicon Valley Association of Insurance and Financial Advisors.  He has also achieved membership status in the Honor Roll of the Million Dollar Round Table (MDRT), an international consortium of the top 5% of the world’s insurance producers and financial planners.  Only 5% attain Honor Roll ranking.  He is a member of the American College’s Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) associations.  Tim has been a featured speaker at the MDRT’s annual international meeting, a keynote speaker at various other forums, penned numerous financial articles and acted as moderator of business courses for the Life Underwriters Training Council and the National Association of Financial Services Professionals.  You may view our website at: www.TheShererGroup.com.

Tim is an active member of The Los Gatos Morning Rotary Club and prior Board of Directors, Chairman of the Rotary Foundation Annual Giving and Advisory Council Member of Rotary Rotacare San Jose Free Health Clinic, as well as a past member of the Business Alliance Team of the Saratoga Education Foundation and a Charter Club President of the San Jose Active 20-30 International Service Club, and a prior Board member of Saratoga Little League.  He has coached baseball and basketball for many years.  In his leisure, Tim is an avid fly fisherman and skier and enjoys motorcycle and dirt-bike riding.  He and his wife Theresa have one son, Ryan.  They currently reside in Los Gatos, California.

RYAN SHERER

Partner and Senior Financial Advisor

P: (408) 984-7526
F: (408) 984-7523

rsherer@sherergroup.com

Ryan has excelled in his financial advisory career through earning his client’s trust by providing knowledgeable and tailored personal advice. Ryan’s specialty and focus has been in the alternative investment space, specifically institutionally structured opportunities. He has learned the ropes of the financial industry since he was 12 years old from his father, Tim Sherer, who founded The Sherer Group in 1970. He graduated from Pace University on an academic scholarship in New York City, obtaining a B.B.A. with a concentration in Entrepreneurship. Ryan holds the FINRA Series 7, 66 licenses, and insurance obtained with his previous firm, Merrill Lynch.

Since joining the industry in 2006, Ryan accepted a position at Merrill Lynch on Wall Street with a team of seasoned equity analysts who managed hundreds of millions of dollars across the nation. Merrill Lynch sponsored Ryan for a Series 7 license, and they offered him a position in the PMD program as their financial advisor. He excelled in his time as the financial advisor and ended up partnering up with the top team including seasoned equity traders. Ryan was also able to work closely with top executives here in the Bay Area by converting 401K into self-directed IRAs, and tailoring portfolios personalized for his clients.

After resigning from Merrill Lynch voluntarily, he joined The Sherer Group, which dramatically opened a vast alternative investment store-house, which Ryan was raised in and now specializes in currently. Here at The Sherer Group, Ryan works closely with select alternative investment companies, and partners up with the best real-estate firms, development companies, conservation easement early adopters, hedge fund executives/ directors, private equity securities, and other unique non-correlated assets.

Ryan shows compassion and interest in his work due to his drive and passionate nature about managing his clients hard earned capital. In Ryan’s free time, he enjoys spending time with his wife, three children, and three dogs. Some of his hobbies include motorsports, ATV, and traveling, when the time permits.

 

TERI SHERER

Client Relationship Manager

P: (408) 984-7526
F: (408) 984-7523

terisherer@sherergroup.com

KELLIE CRAWLEY

Senior New Business Coordinator

P: (408) 984-7526
F: (408) 984-7523

kcrawley@sherergroup.com

PATRICK LAM

Senior Vice President- Alternative Investment Wholesaler

P: (408) 984-7526
F: (408) 984-7523

PLam@sherergroup.com

JEFFREY GUAN

Director of Marketing and Financial Advisor

P: (408) 984-7526
F: (408) 984-7523

Jguan@sherergroup.com

CYNTHIA LUONG

Operations and Senior Client Relationship Manager

P: (408) 984-7526
F: (408) 984-7523

Cluong@sherergroup.com