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.

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
07/17/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

Thrilled to be a featured speaker at the 2026 Valley Women's Leadership Symposium & Awards! 🎉Join me and an incredible l...
07/16/2026

Thrilled to be a featured speaker at the 2026 Valley Women's Leadership Symposium & Awards! 🎉

Join me and an incredible lineup of dynamic speakers for a day of leadership insights, professional growth, inspiration, and networking with amazing professionals from across the region.

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation...
07/16/2026

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation, let’s connect. We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon.

Investor anxiety surrounding the private debt market is heightened.

Starting a business can blur the line between personal and professional finances.Cash flow, taxes, and planning ahead ma...
07/15/2026

Starting a business can blur the line between personal and professional finances.

Cash flow, taxes, and planning ahead matter early on. This article highlights financial areas many new business owners overlook.

Starting a business? Keep these financial implications in mind so you can prepare accordingly.

07/15/2026
Who says the best meals need four walls? National Picnic Month is your sign to head outdoors, share good food, and make ...
07/14/2026

Who says the best meals need four walls? National Picnic Month is your sign to head outdoors, share good food, and make lots of memories with the people you love.

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date an...
07/13/2026

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

Got a pet who steals the spotlight every time? All American Pet Photo Day is about celebrating those picture-perfect mom...
07/11/2026

Got a pet who steals the spotlight every time? All American Pet Photo Day is about celebrating those picture-perfect moments you’ll always treasure.

Managing finances independently doesn’t mean every decision is made alone.Ameriprise Financial research highlights how m...
07/10/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

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3327 Old Conejo Road
Newbury Park, CA
91320

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