Tag: Certified Exit Planning Advisor (CEPA™)

Sarah Reznick of Sherfina Advisors earns Certified Exit Planning Advisor credential

Reznick has worked as a financial advisor for over 17 years. She launched Sherfina Advisors in 2024. In addition to the CEPA credential, Reznick is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and a Chartered Retirement Planning Counselor (CRPCTM). She holds a B.A. in Economics from the University of California, Irvine.