Our firm was founded in 2005 as an investment adviser registered with the U.S. Securities & Exchange Commission (SEC). We are compensated entirely from fees paid directly by clients; we do not receive product-based commissions.
David Fuhrman, CFA, CFP
David Fuhrman has been with Kensington Financial Advisors and its predecessor, National Wealth Management, since 2007. Before joining the firm, David spent six years with an independent investment management and financial advisory firm where he was responsible for investment analysis, portfolio management, and financial planning services. David has taught personal investing courses in adult education programs, developed financial planning software tools, and has been quoted in The Star Ledger regarding personal financial planning.
David earned the right to use the Chartered Financial Analyst (CFA) designation in 2005 and became a Certified Financial Planner (CFP) professional in 2006. He was awarded an MBA from the Harvard Business School in 1975 and a BS in Electrical Engineering (with distinction) from Cornell University in 1973. David is a member of the CFA Institute, the global association of investment professionals that sets the standard for professional excellence.
David resides in Roseland, New Jersey. He and his wife of 47 years are parents of two adult daughters.
Cheryl (“Cherie”) Werbeloff has been with Kensington Financial Advisors since 2020. Before joining the firm, Cherie spent almost ten years with JPMorgan Chase & Co., most recently responsible for the selection and ongoing due diligence of fixed income investment managers for inclusion on the firm’s Global Wealth Management platform. Prior to that role, she served as an investment advisor to JPMorgan Private Bank ultra-high and high net worth clients. Earlier in her career, Cherie worked as a credit analyst for Kingsland Capital Management, an alternative investment manager, and as an investment banking analyst for Bear, Stearns & Co. Inc.
Cherie graduated magna cum laude from Princeton University in 2003 with an AB in Political Economics. Cherie is a 2024 Level III candidate in the CFA Program.
Cherie resides in Livingston, New Jersey. She and her husband of 8 years are parents of two children.