Edward Jones - Financial Advisor: Sarah Shirazi Reznick,CFP

Edward Jones - Financial Advisor: Sarah Shirazi Reznick,CFP I also learned it took a lot of work and sacrifice. That path led me to become a financial advisor in 2011.

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. 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.

09/21/2023
Our favorite is on the boat, as the kids just getting older its the best way to have load of good laughs, and have every...
09/01/2023

Our favorite is on the boat, as the kids just getting older its the best way to have load of good laughs, and have everyone stuck together for 5-6 hours away from the world!

08/25/2023

For those of you who followed this business page, my business page is changing locations. I love interacting with all of you, so I hope you'll keep your eyes on this page, like it, and share with your friends!
https://www.facebook.com/SarahReznickCFP


Financial Advisor
Sherfina Advisors
A financial advisory practice of Ameriprise Financial Services, LLC

08/24/2023

Here are some key financial and non-financial considerations.

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After a steady rally from March through July, the market's mood has shifted more recently, with stocks falling last week...
08/21/2023

After a steady rally from March through July, the market's mood has shifted more recently, with stocks falling last week, continuing what has been a rather weak August so far. Enthusiasm around a resilient economy, moderating inflation and artificial intelligence is not gone, but it has been countered by global growth concerns and a leg higher in interest rates of late.

In our latest Weekly Market Wrap, we look at three key trends that have taken shape in August and what they may signal about the market's path over the remainder of the year.

A summary of last week's market highlights and economic news.

Grown so well in my backyard, happy Pinot day!
08/18/2023

Grown so well in my backyard, happy Pinot day!

This is back-to-school time for many. Whether those days are far behind or you have future educations to save for, the t...
08/17/2023

This is back-to-school time for many. Whether those days are far behind or you have future educations to save for, the tools and calculators in our Goals section can help you plan for what's next.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

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