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.

06/15/2026
If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. I can he...
06/15/2026

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. I can help you weigh the pros and cons so that you make an informed decision that’s aligned with your long-term financial goals.

3 key financial factors to consider before purchasing an investment property or dream vacation house.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/12/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment oppor...
06/11/2026

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

06/10/2026

A solid financial plan helps — but regular check-ins keep you on track. Want to get started? Contact me to learn how we can put these tips into practice.

Feeling confident today doesn’t remove the need to plan ahead.Ameriprise Financial research shows many financially solo ...
06/09/2026

Feeling confident today doesn’t remove the need to plan ahead.

Ameriprise Financial research shows many financially solo adults are thinking carefully about aging, long‑term care costs, and making savings last — key considerations when planning independently.

06/08/2026
Some friendships feel like home, complete with laughter, honesty, and perfectly timed memes! Cherishing the people who m...
06/08/2026

Some friendships feel like home, complete with laughter, honesty, and perfectly timed memes! Cherishing the people who make life lighter, Happy Friendships day!

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3327 Old Conejo Road
Newbury Park, CA
91320

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Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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