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Phone:  610-871-3500

Sheri Martellucci

Client Reception, Admin Associate

My role at Capital Planning:
I have the distinct privilege of representing the face of Capital Planning Wealth Management in my Client Reception role, whilst also working closely with our team to help clients attain their financial dreams and ambitions through my Administrative role. With a happy heart, I meet, greet, schedule, organize and communicate with the goal of making sure our clients feel comfortable, welcome and informed throughout their journey with us.
My background and experience:
I joined Capital Planning as my first job in the financial sector, in November of 2014.I earned my BS degree in Hospitality Management from East Stroudsburg University. I have a diverse employment background, providing me with a unique lens to address client needs and concerns.
Getting to know me:
I have lived in Pennsylvania my entire life. I am blessed with a short backroad commute. My family, including Patch, a beloved rescue dog, keep me occupied and on my toes. When away from the office, I enjoy spending time with friends, eating out, baking, and walking.

Capital Planning has served clients for over 25 years.

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