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Robin Sherwood (BA, CFP®, MBA)

Robin Sherwood focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

With twenty years of experience in providing financial advice, Robin has extensive knowledge of personal financial planning issues and uses her knowledge and experience to assist clients in maximizing their financial well-being. Robin counsels clients in the areas of retirement, taxes, investments and estate planning. Her principal roles at HTG involve working directly with clients, designing and implementing portfolios, developing and reviewing financial plans, serving as the Chief Compliance Officer, and mentoring other advisors. As a Principal, she is a major contributor to the general management of the firm.

Additional Information

Robin has an MBA in Finance from the Wharton School at the University of Pennsylvania, and graduated magna cum laude with a BA from Colby College. She received her CERTIFIED FINANCIAL PLANNER™ designation in 1989. Prior to joining HTG in 2005, Robin was a financial advisor with Westbrook Financial Advisors for 15 years. She also worked for five years as a financial manager at Smithkline Beckman.
 
Robin has spoken widely and has conducted financial planning seminars for several major corporations in the tri-state area. She has contributed to articles in Money Magazine, Ladies Home Journal, Fidelity's Stages Magazine, and has appeared on CNN.

Robin has hands-on experience with college planning, having two recent college graduates. She volunteers as a budget coach through the United Way. Robin is also an avid tennis player, competing in both USTA and league tennis events.

NAPFA Start Date

August 23, 2010

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

50 Locust Ave New Canaan, CT 06840-4737 Phone: (203) 972-8262 Fax: (203) 966-4740
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