Providing Digital Financial Solutions for Over Two Decades
Today, 3Nickels is providing this personalized advice and planning solution for the needs of our clients, wherever they are on their financial journey.
In 1995, Sherrie Grabot began working on her vision of an online retirement solution capable of bringing financial freedom to more people. In 1999, with the Department of Labor’s stamp of approval, Sherrie co-founded GuidedChoice, the world’s first digital retirement advisor, along with Nobel Laureate and the father of modern portfolio theory, Dr. Harry Markowitz. Working hand in hand with some of the world’s leading financial experts, Sherrie and Dr. Markowitz pioneered the use of digital technology to bring more accessible, personalized retirement advice and planning to everyone, creating a $500 billion industry in the process.
Sherrie’s focus on elevating consumer choice and control led to her working at the highest levels of industry and government, including her chairmanship of the ERISA Advisory Council, frequent Congressional testimony on fiduciary rules and lobbying for improved practices in the financial, technology and healthcare fields.
In 2020, Sherrie expanded the retirement-focused GuidedChoice brand and created the much broader 3Nickels brand, furthering her lifelong goal of bringing financial freedom to everyone. In 2021, the 3Nickels app launched, providing free financial tools and calculators and low-cost, personalized financial advice and planning designed to meet anyone, wherever they are along their financial journey. Today, as our highly-active CEO and steward of company values, Sherrie continues to drive us forward in our mission to help every individual achieve their personal financial goals, armed with a firm belief that independence is the only way to maintain the trust of those GuidedChoice and 3Nickels assist.