Cheryl Costa, MBA, CFP®

Cheryl is the Founding Principal of Woodside Wealth Management LLC, a fee-only financial planning and investment management firm. She began her career in financial planning and investment management in the late ‘90s after graduating from Worcester Polytechnic Institute and working as an engineer for the MITRE Corporation. She holds a Master’s degree in Business Administration from Boston University and is a CERTIFIED FINANCIAL PLANNER ™.

Cheryl is committed to the fee-only comprehensive planning model and has been a member of the National Association of Personal Financial Advisors (NAPFA) since 2002. She served on the Northeast Region Board of NAPFA from 2005-2010 holding the positions of Membership Director, Region President and Region Chair. In 2015, Cheryl completed a three-year term on NAPFA’s National Board where she chaired the organization’s Women’s Initiative (WI). Cheryl has been a member of the Financial Planning Association (FPA) for over 15 years and served on the Board of the FPA of Massachusetts from 2011 through 2012. Cheryl completed a five-year term as a member of the CFP® Board’s Disciplinary and Ethics Commission in 2018 and is also a CFP® Board Ambassador for the state of Massachusetts.