{"id":81021,"date":"2024-10-07T03:00:57","date_gmt":"2024-10-07T10:00:57","guid":{"rendered":"https:\/\/amigos805.com\/?p=81021"},"modified":"2024-10-07T13:05:19","modified_gmt":"2024-10-07T20:05:19","slug":"financial-advisory-firm-run-by-four-working-moms-offers-practical-guidance-for-a-secure-retirement","status":"publish","type":"post","link":"https:\/\/amigos805.com\/financial-advisory-firm-run-by-four-working-moms-offers-practical-guidance-for-a-secure-retirement\/","title":{"rendered":"Financial advisory firm run by four working moms offers practical guidance for a secure retirement"},"content":{"rendered":"
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Financial Advisor Sarah Reznick. Courtesy photo.<\/p><\/div>\n

NEWBURY PARK<\/strong> \u2014 Financial Advisor Sarah Reznick has earned her financial advisor credentials through many years of professional experience and formal study, and through the \u201chard knocks\u201d school of life.<\/span><\/p>\n

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A working mother who navigated a career change while raising young children, Reznick understands what it\u2019s like to deal with life\u2019s upheavals, and the challenges many people face when trying to build a strong financial foundation.<\/p>\n<\/div>\n

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Now, after a twelve-year career as a financial advisor at a prestigious Los Angeles-area firm, Reznick has launched her own practice in Newbury Park called Sherfina Advisors. The practice, a subsidiary of U.S. financial services company Ameriprise Financial Services, LLC, offers personalized financial advice and strategies to individuals, families and businesses. Reznick delights in helping her clients identify and make progress toward their goals, building their financial confidence along the way.<\/p>\n<\/div>\n

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\u201cMy ideal client is at what I call that \u201cfuzzy moment\u201d in their financial journey,\u201d Reznick said. \u201cThey know what they want but are not quite sure how to get there. And they\u2019re open to a collaboration that will help move them toward their goals.\u201d<\/p>\n<\/div>\n

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Reznick\u2019s team includes two branch office administrators and one licensed associate who are also working moms. Their presence and understanding of working families\u2019 concerns helps clients feel cared for, comfortable and understood, Reznick said, and creates a uniquely family feel at the practice.<\/p>\n<\/div>\n

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Working one-on-one, Reznick assists clients in formulating a strategy for retirement that considers all of their assets, savings, investments, Social Security and other potential income sources. Her goal is to help clients grow and preserve their income during their working years and develop a distribution plan for retirement that can help weather market ups and downs.<\/p>\n<\/div>\n

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Reznick holds a B.A. in Economics from the University of California, Irvine. She is also a Certified Financial Planner (CFP\u00ae), Chartered Financial Consultant\u00a0(ChFC\u00ae), and Chartered Retirement Planning Counselor (CRPCTM). Prior to opening Sherfina Advisors, Reznick worked for over a decade as a financial advisor at Edward Jones.<\/p>\n<\/div>\n

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Outside of her financial services practice, Reznick enjoys giving back to her community. She has served as a board member for Big Brothers Big Sisters of Ventura County since 2016.<\/p>\n<\/div>\n

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-Sherfina Advisors is located at 3327 Old Conejo Road, Newbury Park, CA 91320<\/i>
\nFor more information or to request a consultation, call 805.454.7599 or email <\/i>Sarah.Reznick@ampf.com<\/a><\/u><\/i><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

NEWBURY PARK \u2014 Financial Advisor Sarah Reznick has earned her financial advisor credentials through many years of professional experience and formal study, and through the \u201chard knocks\u201d school of life.<\/p>\n

A working mother who navigated a career change while raising young children, Reznick understands what it\u2019s like to deal with life\u2019s upheavals, and the challenges many people face when trying to build a strong financial foundation.<\/p>\n

Now, after a twelve-year career as a financial advisor at a prestigious Los Angeles-area firm, Reznick has launched her own practice in Newbury Park called Sherfina Advisors. The practice, a subsidiary of U.S. financial services company Ameriprise Financial Services, LLC, offers personalized financial advice and strategies to individuals, families and businesses. Reznick delights in helping her clients identify and make progress toward their goals, building their financial confidence along the way.<\/p>\n

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