Brian  Littlejohn

Brian Littlejohn

| BS, CFP®, MBA, MS

Sherwood Investment Management

(707) 776-7331

Contact Me

sherwoodim.com/

Fee-Only Financial Advisor serving the Petaluma, CA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

PO Box 5474
Petaluma, CA 94955

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.

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.