BrokerCheck | CA Insurance Lic: #0C67086
Sherod Waite is the co-founder and co-owner of Moneywise, where he serves as CEO, financial advisor, and a LPL registered representative. With over 25 years of experience in the financial industry, Sherod is dedicated to guiding clients through investment and financial planning, helping them pursue their financial objectives. He also co-hosts The Moneywise Radio Show + Podcast, allowing him to engage with a broader audience and remain informed on the latest financial trends.
Sherod holds Series 7, 24, and 66 securities licenses with LPL Financial, and earned a Bachelor of Science degree in Business Administration with a focus on finance from California State University, Bakersfield. Actively involved in his community, Sherod supports various local charities and nonprofits. Outside of work, he enjoys hiking with his dog, gardening, and traveling with his wife.
“I enjoy the interaction with our listeners and sharing information on what’s new and current, whether it’s financial reform or upcoming legislation or new planning techniques or investment strategies. I believe in financial education and hope for every listener and every client to seek practical information in order to realize their own financial well-being.”