Congrats! Your Appointment Has Been Scheduled & Confirmed...

I have sent you confirmation of your calls time and date via email & text, please make sure that you put this in your calendar right now.
Watch this brief video for what to do next. 👇
Trusted by Southern California Edison Empoyees
“From the moment I made the decision to retire from SCE, the Sherwood team made the experience pleasant and smooth with their professional knowledge of navigating the SCE Benefit selections. I cannot thank Matt and the entire team enough with this life-changing decision and continued management of my financials.”
Ralph G.
Edison Employee
"My wife and I love the personal service. Being with Sherwood has given us peace of mind and confidence that we're being well taken care of. I've recommended them to all my family members."
David B.
Edison Employee
"We’ve entrusted our immediate and extended family’s financial security to the Sherwood team for years. Their approach is much more than simply providing a service, it’s developing a relationship built on trust, communication, empathy, and sound advice."
–Tina & Jeff B.
Edison Employee

Appointment Details:

Thank you for scheduling your session.
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We’re looking forward to learning more about your goals and helping you build a personalized financial plan for long-term success.
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To ensure we make the most of our time together, please join the call from a quiet and distraction-free environment. Avoid taking the call from your car, a public space, or any location with background noise.

If you have any questions ahead of our meeting or would like to contact me directly, feel free to reach out at matthew.davis@sherwoodfp.com