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 Investment Advisors was founded in 1993 as a fee-only Registered Investment Advisor with the goal of offering individuals and families the same tools and investment practices available to institutional investors. Today, the firm is comprised of twelve professionals from a wide variety of backgrounds, all committed to the highest standard of service for clients. The team’s collective credentials, depth and knowledge are rare for a firm of its size: 7 MBAs, 4 CFP® practitioners, 2 CFA® charterholders, 1 CDFA™ professional, 1 JD and decades of experience. Varied backgrounds and skills lend depth and breadth to the firm’s service. HTG’s advisors span generations, which allows for seamless continuity of a family’s relationship with the firm. After attaining an understanding of a family’s unique circumstances, HTG advisors create a customized solution to meet the family’s needs through a blend of financial planning and investment management.

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, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources