Shari M. Reffsin, CFP

I’m Shari Reffsin, CFP®, CDFA™, CLTC, and I seek to serve as your trusted financial partner. With nearly two decades of experience, I have dedicated my career to empowering clients to take control of their finances and create a plan designed to guide them toward their goals.

I specialize in providing comprehensive financial planning for individuals, couples, and families in all stages of life, planned or unexpected. I also frequently work with women in transition, whether they are going through a divorce, have become widowed, or are experiencing a career change. I collaborate with you to establish key objectives and take the appropriate action steps in pursuit of financial independence. Utilizing a holistic planning approach, I am focused on nurturing a valuable relationship, learning about your entire financial landscape, and explaining financial concepts in a way that is easy to understand. Your needs always come first, and I recommend strategies that I believe best align with your goals.