Broker Check
Shari Reffsin

My Commitment

While any financial professional can provide investment advice, trusted relationships can be harder to find. I am committed to providing professional and personalized service. By working with me, I believe you can benefit from:

Customized Strategies

I am not a one-size-fits-all advisor. Just as every person is unique, so are their goals, needs, and financial circumstances. Rather than try to fit you to a certain product, I personalize strategies that align with your objectives.

Strong Relationships

I enjoy working closely with my clients, building trusted relationships and helping them stay on track as they pursue their financial goals. My greatest passion is guiding you through the many financial milestones and playing a role in your life.

Objective Advice

As an independent advisor, I have the freedom and flexibility to choose from a wide range of investment solutions and products. Without any proprietary constraints, I offer objective advice aligned with your best interests.

Financial Literacy

Rather than use technical language, I explain financial concepts and investment strategies and apply these to real-life situations. I want you to understand the reasoning behind my recommendations, to never hesitate to ask a question, and to feel comfortable with your plan and strategies.

Certifications & Ongoing Education

Not all financial planners are certified. As a CERTIFIED FINANCIAL PLANNER™ certificant, I have fulfilled rigorous education and experience requirements set by the CFP Board. I strive to put your interests first and uphold a high level of ethics, objectivity, and professionalism. As a Certified Divorce Financial Analyst® with mediation training, I have specialized knowledge and training in the financial issues surrounding divorce. I can act as an advisor to one party or as a mediator for both parties. I use my knowledge of asset distribution and financial planning to help you work toward an equitable settlement. Rigorous continuous education programs are required for both of these designations, as well as for maintaining my securities and insurance licenses.


Our firm offers you the personalized attention of a small, caring practice. I can provide the services and resources of a large firm through my affiliation with a national, independent broker-dealer, as well as strategic partnerships with attorneys, CPAs, and other related professionals. I believe that my access to numerous resources, tools, and research help me better serve you.