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Shari Reffsin, CFP®, CDFA™, CLTC

Certified Financial Planner
Shari@ReffsinFinancial.com

Shari Reffsin CFP®, CDFA™, CLTC

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 with for the long-term. I collaborate with you to establish key objectives and take the appropriate action steps in pursuit of financial independence.

I’m Shari Reffsin, the Founder of Reffsin Financial, a full-service advisory firm specializing in comprehensive financial planning for:

  • Women and their families across all stages of life
  • Women going through a divorce, or have become widowed, or experiencing a career change
  • Estate and retirement planning, as well as, life and long-term care insurance.

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.