Sherwood Financial Partners
Financial ServicesCalifornia, United States11-50 Employees
Based in Westlake Village, California, we are a fee-only Registered Investment Advisory firm that helps people like you plan for retirement and achieve the life you want. We understand from personal and professional experience how complicated and overwhelming financial planning can feel. We help mitigate your stress by learning your story and building you a financial roadmap that combines comprehensive financial, investment, estate, insurance, and tax strategies. As a result, you'll gain the clarity and peace of mind you deserve. As a valued client, you'll have access to our holistic support team of professionals, whose expertise includes the following certifications: * CERTIFIED FINANCIAL PLANNER™ (CFP®) * Certified Public Accountant (CPA) * Chartered Financial Analyst® (CFA) * Juris Doctor (JD) As a team with a "deep bench" of subject matter expertise, we collaborate with each other to answer your broader strategic questions, instead of sending you off to an external CPA or attorney, ultimately providing you more valuable advice and saving you time, energy, and money. We offer a complimentary introductory call to learn about your situation, concerns, and goals. Visit www.sherwoodfp.com/family-legacy-planning today to schedule your 30-minute call.
1-888-653-2347 
support@leadiq.com 
