Sarah Reznick earns Certified Exit Planning Advisor credential

Newbury Park, Calif. – Sarah Reznick, founder of the financial advisory firm Sherfina Advisors, has added Certified Exit Planning Advisor (CEPA™) to her extensive list of credentials.

CEPA is the leading credential in the exit planning industry. Exit planning is an essential part of business planning, allowing owners to formulate a strategy to support them in exiting their business on their own terms.

The CEPA credential certifies that Reznick has the in-depth knowledge and expertise needed to help business owners with exit planning, including helping them build their companies’ value, create strong financial plans, and align their personal and business goals.

Reznick has worked as a financial advisor for over 17 years. She launched Sherfina Advisors in 2024. In addition to the CEPA credential, Reznick is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and a Chartered Retirement Planning Counselor (CRPCTM). She holds a B.A. in Economics from the University of California, Irvine.

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. Prior to opening Sherfina Advisors, Reznick worked for over a decade as a financial advisor at Edward Jones.

A working mother who navigated a career change while raising young children, Reznick understands what it’s like to deal with life’s upheavals, and the challenges many people face when trying to build a strong financial foundation for themselves and their businesses. Reznick delights in helping clients identify and make progress toward their goals, whether that’s shoring up their company’s finances, saving for retirement, or preserving and building income during their working years.

Sherfina Advisors clients 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