Shari Reffsin is a financial advisor with more than two decades of experience in the financial services industry. Working
closely with women, couples, and families, she specializes in financial planning. She also has unique experience and
training 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
Prior to joining the financial services industry when her now-grown children were babies, Shari worked with The
Mother’s Center of Rockland County. Around that time, she had the opportunity to meet with a financial planner. She
was skeptical about his ability to offer helpful advice. After speaking with him, she realized just how many women didn’t
understand their financial opportunities. With a desire to educate both herself and other women, she began taking
courses in finance and insurance, and ultimately became a CERTIFIED FINANCIAL PLANNER™ practitioner. Shari became
an insurance agent with one of the largest and most successful MassMutual agencies, building a strong insurance and
financial planning background. Since 2005, Shari has been with Independent Broker-dealers and, most recently, formed
Reffsin Financial, Inc.
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 Services, and life and health
insurance licenses. She is Certified in Long-Term Care and holds the Certified Divorce Financial Analyst® and CERTIFIED
FINANCIAL PLANNER™ certifications. She received both a bachelor’s degree and master’s degree in business from Pace
Shari has previously taught financial planning at Rockland Community College and conducts educational seminars. Shari
is a founding member of the Rockland County chapter of the National Association of Divorce Financial Professionals, is a
member of the Rockland Business Women’s Network, , and is Past President of the Estate Planning Council of Rockland
County. She has also served on the boards of multiple local not-for-profit organizations.
Shari resides in Norwood, New Jersey. In her free time, she enjoys yoga and taking walks around her neighborhood with
her husband and their Maltipoo named Buster.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered
Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Reffsin Financial.