Lifelong Guidance from a Trusted Partner

With something as personal and emotional as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event, but an ongoing process that requires adjustments as your life or goals change.

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.

Based in Suffern, New York, I largely work with clients in the greater Rockland, Westchester, and Bergen areas, but also serve those in New York City, Pennsylvania, Florida, and elsewhere. I welcome the opportunity to guide you along your financial path. Contact me to learn more about how I may be able to help you.