Robin Sherwood (BA, CFP®, MBA)

Robin Sherwood focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
With twenty years of experience in providing financial advice, Robin has extensive knowledge of personal financial planning issues and uses her knowledge and experience to assist clients in maximizing their financial well-being. Robin counsels clients in the areas of retirement, taxes, investments and estate planning. Her principal roles at HTG involve working directly with clients, designing and implementing portfolios, developing and reviewing financial plans, serving as the Chief Compliance Officer, and mentoring other advisors. As a Principal, she is a major contributor to the general management of the firm.Additional Information
Robin has spoken widely and has conducted financial planning seminars for several major corporations in the tri-state area. She has contributed to articles in Money Magazine, Ladies Home Journal, Fidelity's Stages Magazine, and has appeared on CNN.
Robin has hands-on experience with college planning, having two recent college graduates. She volunteers as a budget coach through the United Way. Robin is also an avid tennis player, competing in both USTA and league tennis events.
NAPFA Start Date
August 23, 2010