Sherwood Investment Management

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Brian Littlejohn (BS, CFP®, MBA, MS)

Brian Littlejohn specializes in
the following areas of expertise:

  • Advising Entrepreneurs
  • High Net Worth Client Needs
  • Hourly Financial Planning Services
  • Investment Advice without Ongoing Management
  • Ongoing Investment Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Personal finance combines two of my favorite pursuits: helping others and finance. Prior to founding Sherwood, I was a financial advisor at The Wealth Conservancy in Boulder, Colorado. There I provided a diverse group of clients the entire spectrum of wealth management services. In particular, I was responsible for implementing investment strategies for $250 million in client assets.

Before pursuing my passion for personal finance, I served as an officer in the United States Air Force. I flew several types of aircraft before transitioning into the engineering field. As an engineer, I managed large-scale construction projects in the United States and overseas. I continue to embrace the Air Force core values of integrity, service, and excellence.

Additional Information

When I’m not advising clients or teaching finance courses as an adjunct professor, I enjoy spending time with my family, playing tennis, hiking, skiing, and traveling. I have been to 48 of the 50 States (Alaska and South Dakota are the holdouts) and have lived in 11 of them.

NAPFA Start Date

September 18, 2017

Industry Start Date

September 15, 2007

Sherwood Investment Management

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This Office

PO Box 5474 Petaluma, CA 94955-5474 Phone: (707) 776-7331