Certified by Sherfina Advisors - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At Sherfina Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Newbury Park, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Sherfina Advisors - Ameriprise Financial Services, LLC • Aug 16, 2026
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
What financial services does Sherfina Advisors offer?
Sherfina Advisors provides services including business retirement plans, women's financial strategies, and investment management.
Where is Sherfina Advisors located?
Sherfina Advisors is located at 3327 Old Conejo Rd, Ste 223, Newbury Park, CA 91320, US.
What are the business hours of Sherfina Advisors?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on weekends.
Can I schedule an appointment online with Sherfina Advisors?
Yes, Sherfina Advisors offers online appointment scheduling via their reservation URL.
How can I contact Sherfina Advisors by phone or email?
You can call Sherfina Advisors at +1 805-454-7599 or email sarah.reznick@ampf.com.
Does Sherfina Advisors offer onsite financial advisory services?
Yes, Sherfina Advisors provides onsite services as well as online appointments.
Who is the financial advisor at Sherfina Advisors?
Sarah Reznick is the financial advisor at Sherfina Advisors and has a LinkedIn profile available for more information.
Are there other financial advisors near Sherfina Advisors?
Yes, nearby financial advisors include Sarah Reznick, Sandra Matson, and Jennifer Meyer Brown, offering a range of financial advising and services.
What nearby places might be useful to visit before or after seeing Sherfina Advisors?
Nearby you can visit Financial Pointe Wealth Management, Nationwide Mutual Insurance Company, and Newbury Park Orthodontics for complementary financial or health services.
Are there nearby community or religious places close to Sherfina Advisors?
Yes, Chalice Unitarian Universalist Fellowship of the Conejo Valley and Lighthouse Church are nearby religious organizations that clients might visit.
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