Brian Littlejohn (CFA®, CFP®, MBA)
Brian Littlejohn focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- 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.