Team

Our Story

Shari Reffsin is a laser focused, client driven, deeply analytic, tell you what you need, women empowering, CERTIFIED FINANCIAL PLANNER™ professional, a certification that is the standard of excellence for financial planners.

She is the founder of Reffsin Financial, a full-service advisory firm specializing in financial planning for women in transition and those going through divorce, or have become widowed, or are experiencing a career change.

Shari Reffsin is also a Certified Divorce Financial Analyst (CDFA®), the type of advisor you want to add to your divorce team. As a CDFA she is divorce specialist who believes that by empowering women through education and knowledge, they can reach true financial independence. 

Her most fulfilling engagements have come from women who have gotten too much advice, don’t know who to trust, all the while knowing they deserve better, but just don’t know how to get there.

Shari is committed to making her clients feel in control and confident about their finances by eliminating their fear of the unknown. And because of all the work they have put in beforehand, she makes sure they are ready for any challenge.

Shari’s success can best be defined by the quality of her client relationships, responsiveness, creativity, and a passion that empowers, uplifts, and endures.

Why Choose a CFP? 

We are often asked this question.

•    A CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence for financial planners.  

•    CFP® professionals have met extensive training, continuing education and experience requirements,  

•    We commit to following the CFP Board's ethical standards that require us to put our clients' interests first.  

•    As part of the CFP® certification, we also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client.  
 
Shari Reffsin holds FINRA Series 6, 7, and 63 securities registrations with Commonwealth Financial Group, and life and health insurance licenses. She is Certified in Long-Term Care and holds the Certified Divorce Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ certifications. She received both a bachelor’s degree and master’s degree in business from Pace University.  She is a member of the Association of Divorce Financial Planners, Rockland Women’s Business Network, Bergen County Professional Women’s Network, and is Past President of the Estate Planning Council of Rockland County. She has also served on the boards of multiple local not-for-profit organizations.