Brian Littlejohn

CFP®
Personal Finance, Retirement, Investing
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“Brian Littlejohn, Founder of Sherwood Investment Management, develops customized asset management solutions for individuals and families.”
Firm:

Sherwood Investment Management

Job Title:

Founder

Biography:

Prior to founding Sherwood Investment Management, Brian served as an Investment Advisor at The Wealth Conservancy in Boulder, CO. There he provided a select but diverse group of clients the entire spectrum of wealth management services. In particular, he was responsible for implementing investment strategies for $250 million in client assets. Before pursuing his passion for investing, he served as an officer in the United States Air Force. He flew several types of aircraft before transitioning into the engineering field. As an engineer, Brian managed large-scale construction projects in the United States and overseas. He continues to embrace the Air Force core values of integrity, service, and excellence.

Brian received his Master of Science in Financial Analysis (MSFA) from the University of San Francisco in 2014. He received his MBA in Finance from the University of Arizona, and is a CERTIFIED FINANCIAL PLANNER(TM). Brian graduated from Clemson University with a BS in Civil Engineering.

When he's not helping clients, Brian enjoys spending time with his family, playing tennis, hiking, skiing, and traveling. He has been to 48 of the 50 States (Alaska and South Dakota are the holdouts) and has lived in Sarasota, FL, Boston, MA, Tucson, AZ, Albuquerque, NM, Boulder, CO, and San Francisco, CA.

Education:

MS, Financial Analysis, University of San Francisco
MBA, Finance, University of Arizona
BS, Civil Engineering, Clemson University

CRD Number:

5895687

All Answers
    Choosing an Advisor
What are the fees associated with opening a brokerage account?

You shouldn't be charged any fees to open a brokerage account. Once you have an account, you will likely be charged commissions by the brokerage firm when you buy/sell different investments within it. Be sure to find out what those are before you place any trades. Also, the company that issues the investment to you may charge you a (typically annual) management fee. Be sure to INVESTigate whether your potential investment has any of those as well.

1 week ago
    Retirement, Investing, Real Estate
Why should investors only hold REITs in qualified retirement plans to avoid higher taxes?
1 week ago
    Real Estate, Taxes
What are the tax implications for the change in value of my home?
1 week ago
    Career / Compensation
How do I become a Certified Financial Planner?
2 weeks ago
    Financial Planning
How should I prioritize inherited money?
2 weeks ago