Brian Littlejohn (CFA, CFP®, MBA)
Brian Littlejohn focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
Planning Specialties
Serving as a trusted advisor and thought partner, I provide clients with personalized advice in the following areas: general financial planning, investing, retirement planning, charitable giving, tax planning, asset protection, and estate planning.
Additional Information
Prior to founding Sherwood Wealth Management, I advised clients at a multi-billion-dollar wealth management firm in the San Francisco Bay Area and a boutique wealth management firm in Boulder, Colorado. Before pursuing my passion for personal finance, I served as an officer in the United States Air Force.
NAPFA Start Date
September 18, 2017
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