Chelsea Henriod joins Sherfina Advisors

Newbury Park, Calif. – Financial advisory firm Sherfina Advisors is pleased to welcome Chelsea Henriod to the firm’s team of experienced financial professionals.

A native of Camarillo, Henriod worked as a financial advisor for Edward Jones for 6 years prior to joining Sherfina Advisors. She uses goal-based investment strategies to help her clients successfully prepare for and live through retirement, save for their children or grandchildren’s education, manage estate plans, and prepare for the unexpected.

Through advanced technology and support, Henriod ensures her clients receive the most current and comprehensive guidance. She also works with other trusted professionals such as accountants and estate attorneys to develop complete, tailored financial strategies.

“As a financial advisor, I believe it’s important to spend time understanding what's most important to my clients and what they are working towards before investing their money,” Henriod said. “I’m always careful to assess their level of comfort with risk so we can balance that with the steps necessary to help them reach and achieve their long-term goals.”

A graduate of California State University Channel Islands, Henriod holds a bachelor’s degree in psychology and is a certified insurance agent through the California Department of Insurance. She’s also licensed as a securities broker by the Financial Industry Regulatory Authority and North American Securities Administrators Association.

Prior to embarking on a career in the financial services profession, Henriod worked in the golf industry for almost a decade, including for five years as a golf professional. A mother of two, she enjoys spending time with her family, wine tasting, hiking and golfing.

Sherfina Advisors, a subsidiary of U.S. financial services company Ameriprise Financial Services, LLC, offers personalized financial advice and strategies to individuals, families and businesses.

The company was founded in 2024 by Sarah Reznick, who prior to forming her own company worked for over a decade as a financial advisor at Edward Jones.

Clients of Sherfina Advisors receive one-on-one financial advice, personalized recommendations, regular check-in meetings to help ensure they’re on track, and anytime access to their investments and accounts.

---Sherfina Advisors is located at 3327 Old Conejo Road, Newbury Park, CA 91320. For more information or to request a consultation, call 805.454.7599 or email Sarah.Reznick@ampf.com