Sherry Anselmo

Regional Director

Westlake Village, California

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Sherry Anselmo supports asset growth across EP Wealth’s Los Angeles region by helping advisors strengthen and retain client relationships. She works closely with regional leadership and advisors to support practice development, client asset growth, and long-term relationship management. Her experience as both a coach and advisor brings a practical perspective to regional strategy and execution.
Sherry brings more than 20 years of experience as a financial advisor, along with seven years of coaching and consulting experience at a national financial firm. In her advisory career, she built a substantial practice serving ultra-high-net-worth clients, as well as ERISA, foundation, and endowment relationships. In her coaching role, she partnered with branch leaders, delivered regional training, and provided one-on-one and small-group coaching to support wealth management growth initiatives. Sherry holds a BSBA in Finance and the Cannon Wealth Strategist designation.
Sherry was drawn to financial services by an early interest in the markets and the industry’s dynamic, long-term nature. She believes strong growth comes from combining leadership, accountability, and hands-on support for advisors serving clients effectively. Her approach emphasizes practical guidance, thoughtful coaching, and strategies that help advisors build enduring client relationships.
Much of Sherry’s community involvement centers on her family’s long connection to volleyball. She has volunteered as a coach and referee for many years and supports youth recreation, club, and college volleyball programs across Southern California. She and her family still enjoy playing beach volleyball together whenever they can.