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Specialties
Working the cash register of my parents’ small business at 8 years old, I quickly learned the steps to help build a strong financial future: work hard, live within your means and save.
I also learned it took a lot of work and sacrifice. Those early experiences sparked my desire to help business owners to feel more confident about their own financial outcomes. That path led me to become a financial advisor in 2011. Today, I’m happily married to my husband and high school sweetheart. My spirit of advocacy also led to serving on my local school board and involvement with the Alzheimer’s Association and Big Brothers/Big Sisters of Ventura County. I bring that same spirit to serving my clients.
♥
Always free for clients.
cepa, ChFC, CRPC, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Sarah Reznick may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states. CA Insurance #0C98357 The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. The Ameriprise Ultimate Digital Excellence Award is an internal award for advisors based on data compiled within the award calendar year. Recipient advisors must meet award thresholds for using digital applications and eSignatures which may change year to year. Advisors may additionally name up to four individuals who were instrumental in achieving the required metrics. The Ameriprise Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management. Any client featured on this page is a brokerage customer of Ameriprise Financial Services, LLC, a registered broker-dealer. No depiction of or reference to a client is intended as an advertisement of investment advisory services. Each client experience is unique, so one client’s success does not guarantee success for any future client. This information is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. It is given as a general source of information and is not a solicitation to buy or sell any securities, accounts or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. An Ameriprise Financial Franchise The named advisory practice is not itself a separately-registered investment adviser or broker-dealer. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.