Cheryl Dorko Photo

Cheryl D. Dorko

Master Registered Financial Consultant
  • Profile
About

The daughter of William O. Dresser whose company, Dresser Products supplied nuclear parts to power the U.S. government’s first nuclear submarines, Cheryl is also the granddaughter of Ora Dresser whose bridge building company built the first Peace Bridge at Niagara Falls. Cheryl Dorko earned her BA at Bucknell University where she met another brilliant and kind man, Jeffrey F. Dorko. The couple have been residents of Berks County for over 35 years. Their children attended Wyomissing High School (Keri) and Wilson High School (Sam).

Cheryl Dorko has been a small business owner and professional wealth manager since 1998. As such, Cheryl is uniquely qualified to understand the needs of other business owners and professionals when it comes to planning for business transitions and creating family legacies through personalized wealth management. In addition, as a Master Registered Financial Consultant MRFC®, she provides clients with retirement income planning and tax-savvy investment strategies.

Cheryl’s credentials include the following:

  • Series 24 General Securities Principle as registered with FINRA
  • Series 7 registered with FINRA
  • Series 63 registered with FINRA
  • Series 65 registered with FINRA
  • Licensed life insurance and long-term care insurance broker
  • Registered Representative
  • Registered Investment Advisor Associate

Additionally, Cheryl is proud to be IARFC Ethics Approved because she is dedicated to the IARFC Code of Ethics. In her 20 years of practice as a financial advisor, Cheryl has not received a complaint. The Ethics Approved award is renewed annually for all advisors who continue to qualify.

When Cheryl isn’t in the office, she can be found walking along the Tulpehocken River or on a vacation that involves kayaking, hiking, and exploring.

Serving You with Your success in Mind

Why Choose Us?
  • Open Communication

    Jeff is proud to be an open communicator that cuts out the legalese and puts matters in terms that clients can understand. You can rest easy knowing that all of your questions will be answered.

  • Client-Focused Representation

    As a sole practitioner, Jeff can focus on what his clients need without needing to answer to pressure from partners.

  • Family-Run Firm

    Dorko Wealth & Estate Planning aims to provide the best results, from our family to yours.

  • 30+ Years of Experience

    Jeff Dorko not only has a J.D., but also an MBA and a Masters in Taxation, providing a wide range of knowledge and experience that provides you optimal and strategic results.

Hear from our clients

Testimonials

    I had to take care of my mother’s estate from halfway across the country, which I saw as a daunting effort. Because of Jeff’s compassion and professionalism, the entire process went smoothly from start to finish.

    - Craig D.

    It has been very gratifying over the years to have had the experience, integrity, and reliability that Jeff Dorko and his staff have provided for my husband and me.

    - Mary T.

    Excellent service from Jeff Dorko

    - Dana R.

    The whole team was very helpful as we navigated an estate for a friend who passed away.

    - Paula M

    Thank you Jeff for ensuring that all our estate plans are in order.

    - Annarose I.

Your Path to a Bright Future starts Here

Contact Dorko Wealth & Estate Planning Today
  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.