Sarah Shirazi Reznick, CFP

Sarah Shirazi Reznick, CFP Financial Advisor
Sherfina Advisors
A financial advisory practice of Ameriprise Financial Services, LLC I also learned it took a lot of work and sacrifice.

Working the cash register of my parents’ small business at 8 years old, I quickly learned the steps to secure a strong financial future: work hard, live within your means and save. Those early experiences sparked my desire to empower business owners to feel confident about their own financial outcomes. That path led me to become a financial advisor in 2011. Stephanie and Sandra, our branch office

administrators, create a space where clients feel cared for, comfortable and understood. Our office has a “family feel” uniquely generated by three working mothers who understand what people’s concerns are. My ideal client is at what I call that “fuzzy moment” in their financial journey – knowing what they want, not quite sure how to get there, and open to a collaboration that will help move them toward their goals. Knowing this, I ask my clients to bring what I call AAAP:


The Ability to reach their goals. An Attitude that values and appreciates the importance professional advice. A spirit of Advocacy to make an impact in their communities. And the Potential that comes from being in the growth stage of their career and willing to make the most of that moment in their lives. I have first-hand experience making sure changes in circumstance don’t mean changes in a family’s financial health. I divorced at a young age and took that chance to make some major life changes. Today, I’m happily married to my husband, my high school sweetheart. My spirit of advocacy also led to serving on my local school board and involvement with the Alzheimer’s Association and Big Brothers/Big Sisters of Ventura County. I bring that same spirit to serving my clients – one who help take them up their personal mountain of financial dreams and safely navigate them down to that moment in their lives where they reap the rewards. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

09/02/2026
Higher yields continue to create potential opportunities for bond investors, but navigating today's market requires care...
08/31/2026

Higher yields continue to create potential opportunities for bond investors, but navigating today's market requires careful decision-making. Let’s connect if you’d like to discuss.

Read our fixed income midyear outlook.

08/29/2026
Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
08/28/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

08/27/2026

Don’t settle for a one‑size‑fits‑all approach to financial planning.​

As a CFP®️ professional, I help individuals and families build personalized, holistic plans designed to support confident decisions today and long‑term financial goals
for the future.​

If you know someone who could benefit from working with a CFP®️, feel free to share my contact information — or have them reach out directly.

Heard of 529 plans — but not sure how they actually work?You’re not alone. Understanding contributions, withdrawals, and...
08/26/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. We can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

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