Kirk R. Sheldon,  CFP<sup>&reg;</sup> - Financial Advisor

Kirk R. Sheldon, CFP®

Capital Financial Management

2221 Camino Del Rio So., Ste 303
San Diego, CA 92108
(619) 295-4883

General

Kirk Sheldon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Financial Management in San Diego, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources