Sherri Banta Group

Sherri Banta Group Financial Planning at its finest | Fiduciary and Broker
No consultation fees...EVER. Est. 4.1.11

In honor of Small Business Month, we want to recognize small business owners like us - and here’s a reminder … Not only ...
05/26/2026

In honor of Small Business Month, we want to recognize small business owners like us - and here’s a reminder … Not only do you need a business plan - you NEED a solid financial plan!
That’s where we come in. You don’t need a lot to start, you just have a to start!

Hats off to you graduates! 🎓Here’s to making sense of your dollars.
05/21/2026

Hats off to you graduates! 🎓

Here’s to making sense of your dollars.

We know first hand that nothing about small businesses feels small. That’s why we support fellow small business owners w...
05/13/2026

We know first hand that nothing about small businesses feels small.

That’s why we support fellow small business owners with the financial plan you need to back up your business plan.

Call us 805.471.1841

Happy Mothers Day 🩵This is why I purchased a life insurance policy with living benefits, years ago - because I’m a Mom f...
05/10/2026

Happy Mothers Day 🩵

This is why I purchased a life insurance policy with living benefits, years ago - because I’m a Mom first. My responsibility is to provide and take care of what I value most.

Interest earned ✅ and you’re worth it!
05/09/2026

Interest earned ✅
and you’re worth it!

Class of 1979, are you ready for recess?Retirement planning shouldn’t feel like a math problem. We will show you how.805...
05/06/2026

Class of 1979, are you ready for recess?

Retirement planning shouldn’t feel like a math problem. We will show you how.
805.471.1841

Happy Cinco de MayoFeliz Cinco de MayoI got my mind on my tacos, and my tacos on my mind 🌮
05/05/2026

Happy Cinco de Mayo
Feliz Cinco de Mayo

I got my mind on my tacos, and my tacos on my mind 🌮

05/04/2026

You may not need this conversation today - and that’s okay!
However, the business owners I work with like knowing they’ve put the right protectionS in place BEFORE they are needed.
That kind of planning creates a different level of confidence both today, and in the future. Let’s create the future of your dreams! We’ll show you how. Call or email today 📲💻

Address

501 Shell Beach Road , Suite E
Pismo Beach, CA
93449

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18054711841

Website

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