Sharon M. Stadul, AIF®, QPFC

Vice President & Chief Compliance Officer

Sharon earned her Bachelor’s degree from the University of Akron. In 2007, she joined CBS Funding, Inc. as the Office Manager. In her role, she provides client service and administrative support including compliance, project and research support.

Sharon is an Investment Advisor Representative and provides portfolio management services to qualified retirement plan clients as well as Social Security planning services to individual clients.

Sharon’s Professional Designations include:

  • Qualified Plan Financial Consultant (QPFC)
  • Accredited Investment Fiduciary (AIF®)
  • National Social Security Advisor (NSSA®) certficate holder 

 

Phone 440-717-1604