Sheryl P. Bordelon,  CFP<sup>&reg;</sup> - Financial Advisor

Sheryl P. Bordelon, CFP®

MSFS, AIF

Capital Analysts of Jacksonville, Fl, I Nc.

8160 Baymeadows Way W, Suite 310
Jacksonville, FL 32256-7447
(904) 730-7433

General

Sheryl Bordelon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Analysts of Jacksonville, Fl, I Nc. in Jacksonville, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MSFS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

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

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Helpful Financial Planning Resources