Broker Check

Shari Reffsin, CFP® , CDFA® , CLTC

Shari Reffsin, CFP® , CDFA® , CLTC

Financial Planner

Shari is a financial advisor with nearly two decades of experience in the financial services industry.  Since 2005, she has worked with Orazio Financial Services and runs her own independent practice.  Working closely with individuals, couples, and families, she has years of experience in financial planning.  She also has particular experience and training in helping people navigate through the financial stages of divorce.  Passionate about empowering her clients through education and knowledge, she enjoys the opportunity her role offers her to make a positive impact on people’s lives. 

Committed to education and expanding her knowledge of financial services, she holds several designations and degrees.  She holds FINRA Series 6, 7, and 63 securities registrations with Commonwealth Financial Network, and life and health insurance licenses. 

She is certified in Long-Term Care and holds the Certified Divorce Financial Analyst® and CERTIFIED FINANCIAL PLANNERTM certifications.  She received both a bachelor’s degree and master’s degree in business from Pace University.

Shari has previously taught financial planning at Rockland Community College and conducts educational seminars.  She is a member of the Association of Divorce Financial Planners, Rockland Women’s Business Network, Bergen County Professional Women’s Network, and is Past President of the Estate Planning Council of Rockland County.  She has also served on the boards of multiple not-for-profit organizations.