What departments does Sherwood Financial Partners have?

Sherwood Financial Partners has employees across 2 departments including Operations, Business Development.

What is the largest department at Sherwood Financial Partners?

The largest department at Sherwood Financial Partners is Operations with 1 employees.

Where are Sherwood Financial Partners employees located globally?

Sherwood Financial Partners has employees across 1 continents and 1 countries including United States Of America.

How has Sherwood Financial Partners's team size changed over time?

Sherwood Financial Partners's team has grown from approximately 7 to 8 employees based on available data.

Sherwood Financial Partners Employee Directory

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.

Find Sherwood Financial Partners employees' phone numbers or email addresses

Sherwood Financial Partners Global Highlights

North America
10

United States Of America
10

Sherwood Financial Partners's Leadership

H. B.
Managing Partner
Mobile Phone
Email
T. A.
Operations Manager
Mobile Phone
Email
C. P.
Business Development And Client Relations
Mobile Phone
Email
M. D.
Tax Specialist
Mobile Phone
Email

Sherwood Financial Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Business Development
Legal
Accounting
Administrative
Other

Contact profiles from Sherwood Financial Partners

Name

Title

Contact Info

Location

Last Update

H. B.
Managing Partner
Mobile Phone
Email
United StatesColorado
Jan 23, 2024
T. A.
Operations Manager
Mobile Phone
Email
United StatesColorado
Oct 22, 2025
C. P.
Business Development And Client Relations
Mobile Phone
Email
Nov 16, 2025
M. D.
Tax Specialist
Mobile Phone
Email
United StatesTexas
Oct 17, 2024

Frequently Asked Questions

What is Sherwood Financial Partners known for?

Sherwood Financial Partners was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 2945 Townsgate Road Westlake Village, California 91361 United States. Explore Sherwood Financial Partners's company overview page for more information.

What is Sherwood Financial Partners's most common email format?

Sherwood Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sherwood Financial Partners email formats with LeadIQ.

How many employees does Sherwood Financial Partners have currently?

Sherwood Financial Partners has approximately 13 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Sherwood Financial Partners's key employees and leadership?

As of March 2026, Sherwood Financial Partners's key employees include:

Managing Partner: H. B.
Operations Manager: T. A.
Business Development And Client Relations: C. P.
Tax Specialist: M. D.

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