Sherry E. MacLean, CFP®
Sherry E. MacLean is a CERTIFIED FINANCIAL PLANNER™ practitioner with over twenty years of experience in the financial services industry.
Sherry’s family moved to Princeton, New Jersey in 1986. She joined forces with her father in 1993, and is the CFO of their private family office in downtown Princeton. Sherry understands the comprehensive financial planning needs of affluent families, business owners, and independent women in transition. She holds the Series 7 and 66 registrations through LPL Financial, and is licensed to sell life, health, disability, and property and casualty insurance. Sherry also holds a bachelor’s degree in marketing and communications.
Sherry excels at problem-solving. Through her long tenure and strong community ties, she has established an impressive network of professionals, comprised of attorneys, accountants, and real estate associates, ready to quickly assist with client questions, needs and goals.
As an owner of a community-based company in Princeton’s central business district, Sherry sponsors many local organizations including the Historical Society of Princeton, the Princeton Family YMCA, the Women in Business Alliance, and the Spirit of Princeton, among others. Sherry is also a member of the Board of Trustees of the Arts Council of Princeton. She is a strong advocate for doing business locally, and believes that supporting the local merchants is critical to maintaining a unique and vibrant downtown for its residents. Sherry enjoys living just a short walk from her offices in town.