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.

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity whi...
10/09/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message us to learn more.

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends ...
10/08/2026

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends and potential sector impacts.

Explore potential market, sector and investing implications of the 2026 midterm elections.

Sometimes the best thing you can do for your career is admit you're not in the right seat. 💙This week I had the honor of...
10/07/2026

Sometimes the best thing you can do for your career is admit you're not in the right seat. 💙
This week I had the honor of speaking as an Advisor Champion for Ameriprise Financial in New York, sharing the story of how my team at Sherfina Advisors has grown.
Here's why I said yes. Years ago, I knew I wasn't where I was meant to be. I had the drive and the vision, but I was in a seat that didn't fit. Making the move to build my own practice at Ameriprise was one of the scariest and best decisions I've ever made. The growth since then has gone beyond anything I imagined, and it came from believing I could build something bigger and finding a place that believed in me too.
If you're reading this and quietly feeling like you're in the wrong seat, I hope you hear this: that feeling isn't failure, it's information. Trust it. Bet on yourself. You can grow, too.
And of course, it wasn't all work! 🗽 Joel and Kash came along, so we turned it into a mini family adventure. We posed with the ONE WTC sign above the skyline, ate an incredible Korean steakhouse dinner, walked the High Line, and settled the important question of who makes the best New York bagel. (I may have taken a bite before the photo... 🥯😉)
Grateful to Ameriprise for the opportunity, and to my amazing team for holding down the fort back home.

10/07/2026

Need support to grow and preserve your business equity? Now is the time to make that value work for you.We can help you turn business equity into lasting personal wealth.

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re...
10/06/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

Today I got to stand next to a girl who carries a lot of my story with her.Fearless Girl was placed on Wall Street in 20...
10/06/2026

Today I got to stand next to a girl who carries a lot of my story with her.

Fearless Girl was placed on Wall Street in 2017 to honor women in leadership. She's since moved to face the New York Stock Exchange, chin up and hands on her hips, as if to say "I belong here."

I've spent 17 years in the financial industry, in a profession where only about 14% of financial advisors are women. There were plenty of rooms where I was the only woman at the table. Standing beside her today hit differently.

But my favorite part of the moment was my son, Kash. He didn't really understand her significance. To him, she was just a cool statue of a girl being brave. So he struck the same pose and stood right by my side.

And honestly? I think that's a great thing. I hope his generation grows up never questioning whether women belong in finance, in leadership, or anywhere else. To them, it'll just be normal.

To every woman building a career in this industry, and to the people who stand beside us: keep showing up. 💚

10/05/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

Just as every great taco starts with the right ingredients, your financial health starts with a strong foundation. Happy...
10/04/2026

Just as every great taco starts with the right ingredients, your financial health starts with a strong foundation. Happy National Taco Day!

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navi...
10/02/2026

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.

Why this phenomenon matters for investors.

Wealth building is a lot like music. The magic happens not in a single note, but through steady progress over time. Keep...
10/01/2026

Wealth building is a lot like music. The magic happens not in a single note, but through steady progress over time. Keep playing the long game, Happy World Music Day!

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