Bringing the Service Spirit to Life
By Maggie Caldwell
I want to be doing things I care about and meeting people,” says Cheryl Rebottaro. And true to her word, she does just that, investing her time with her volunteerism, with her career as a Financial Advisor with Edward Jones in Scotts Valley, and with her family — husband Steve and four children.
Cheryl cares about reaching out and helping others, so volunteering is an important part of her life. She’s been a member of the Scotts Valley Rotary since 2010, and this year is assistant governor of all seven area Rotary Clubs. As a Rotary member, she’s been involved in efforts as diverse as a clean water project in Laos and a health fair in Guatemala. “We like to get involved in sustainable projects,” she said. She serves as a mentor to the Interact Club of Scotts Valley Middle School, the student level Rotary.
“We work with 6th – 8th grade students as their advisor on service projects ranging from international to local,” said Cheryl. “They don’t really need any advice from the mentors; they come up with all the ideas for their projects on their own. For an international project last year, they raised money for toothbrushes to send to children in the Philippines after the typhoon. Locally, they put together Easter baskets and school supplies for homeless kids.” She added, “These kids are so cool! They have tons of energy!”
Cheryl was also active in the Boys and Girls Club of the Valleys. “Joe and Linda Aliberti are the founding benefactors for the new clubhouse on Scotts Valley Drive. It’s very ground floor, but construction is almost finished. The building will eventually be a teen center, it’s something that’s needed in this area.” She also brought a chapter of PFLAG (Parents, Families, and Friends of Lesbians and Gays) to Santa Cruz County, and served as chapter president for two years.
Cheryl brings the service spirit to her work as a Financial Advisor for Edward Jones in Scotts Valley, where she helps people achieve their financial goals. “Edward Jones is a good fit for me,” she said. “It’s called ‘The Wall Street of the Midwest.’ The company is very client-centered – the client and his or her needs are most important. Plus, they give good support for the branches. I love it. I get to focus on clients and the best advice I can give. This is a great place to build a practice.”
At Edward Jones, she takes a holistic approach with her clients. “Before I present a solution, I want to make sure everyone is clear what we are solving for. We set goals, make a spending plan, look at your net worth statement. How is your percent return on your investments getting you to your goal? How is your portfolio getting you to your goals? I want to be doing things I care about, and I believe in this.”
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Contact Cheryl Rebottaro of Edward Jones at (831) 461-9311 or email her at [email protected]. Her office is located at 221 Mt Hermon Rd Ste. F, Scotts Valley, CA 95066.