Curtis L. Sheldon,  CFP<sup>&reg;</sup> - Financial Advisor

Curtis L. Sheldon, CFP®

EA

C.L. Sheldon & Company

1800 Diagonal Rd, Ste 600
Alexandria, VA 22314

C.L. Sheldon & Company

9901 IH 10 West, Suite 800
San Antonio, TX 78230
FINANCIAL ADVISOR'S WEBSITE
(800) 928-1800
(703) 542-4000 (210) 960-0699
CONNECT WITH Curtis
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General

Curtis Sheldon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at C.L. Sheldon & Company in Alexandria, VA and the surrounding communities.

Financial Advisor Overview

Curt Sheldon is the founder of C.L. Sheldon & Company, LLC. CL Sheldon primarily serves prior and current senior military officers. We have office locations in Alexandria VA and San Antonio TX, but serve clients throughout the US and around the world. I'm the author of the book, "Well and Faithfully Discharged: Financial TTP for Military Retirement" With 27 years of service in the USAF, I bring an understanding of your military benefits and your ethos that is not common in the financial planning industry.

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Financial Advisor Experience

I've been serving current and retired Senior Military Officers since 2011.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent

Insurance Licenses

  • Life insurance: VA
  • Health/disability insurance: VA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Career Change, Government & Military, Retirement, Personal Taxes

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Helpful Financial Planning Resources