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Shari Reffsin
Pursuing Financial Independence Empowerment Families in Transition Committed to You

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

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 women, 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 Pearl River, 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.

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