Robin A. Sherwood,  CFP<sup>&reg;</sup> - Financial Advisor

Robin A. Sherwood, CFP®

Personal Financial Advisor

HTG Investment Advisors

50 Locust Ave
New Canaan, CT 06840
FINANCIAL ADVISOR'S WEBSITE
(203) 972-8262 CONNECT WITH Robin
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General

Robin Sherwood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at HTG Investment Advisors in New Canaan, CT and the surrounding communities.

Financial Advisor Overview

Robin has over twenty five years of experience helping clients navigate the world of personal finance. She guides individuals through the complexities of investing, saving for retirement and planning for their financial futures. She has held the CFP® mark and been actively engaged in providing financial planning advice since 1989. In 2010, Robin joined NAPFA (National Associate of Personal Financial Advisors) in order to further enhance her education and knowledge in the field. Robin has an MBA in Finance from the Wharton School at the University of Pennsylvania and a BA from Colby College. In her role as an advisor, Robin creates a cohesive, well-constructed long-term plan that integrates taxes, savings, investing and risk management. Once the analysis and plan are complete, Robin works with clients to develop and monitor an investment strategy that fits their circumstances.

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Financial Advisor Experience

HTG is proud of our 25-year history of providing financial planning and investment management advice to individuals and families. As a fee-only fiduciary firm, we are committed to providing unbiased advice. Our clients can count on us to be honest, transparent, and straightforward in all matters. Our thoughtful approach, collective credentials, experience, and longevity set us apart. Located in New Canaan, CT, we serve clients nationwide. Whether you are concerned about retirement planning, paying for college, saving on taxes, helping a loved one or giving to charity, we can guide you and your family towards your goals and a greater sense of long-term financial security.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - NAPFA Registered Advisor

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources