Founder


Brian Littlejohn

Registered Investment Advisor
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Personal finance combines two of my favorite pursuits: helping others and finance. Prior to founding Sherwood, I was an investment 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. I have earned the following relevant degrees and designations:

CFA® Charterholder (CFA):

Charterholders must (1) complete a rigorous three-year, three-exam program of study in the fields of portfolio management and investment analysis, (2) accumulate four years of relevant work experience, and (3) uphold the CFA Code of Ethics & Standards of Professional Conduct.

CERTIFIED FINANCIAL PLANNERTM (CFP®):

These professionals must (1) meet substantial educational requirements in the areas of risk management, investing, income taxes, retirement planning, and estate planning, (2) pass a rigorous 10-hour examination, (3) have at least three years of experience, and (4) agree to a stringent code of ethics. CERTIFIED FINANCIAL PLANNER™ professionals must also complete 30 hours of continuing education every two years.

Master of Business Administration (MBA):

This curriculum includes the domains of business law, human capital management, organizational leadership, quantitative methods for business, economics, accounting, applied business research & statistics, operations management, corporate finance, investments, marketing, and strategic planning & implementation.

   When I’m not advising clients or teaching finance courses, 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.  I attended Tamalpais High School in Mill Valley, California.