Kevin Shelton
Private Wealth Manager @E.A. Buck Financial Services
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WORK HISTORY
Private Wealth Manager @E.A. Buck Financial Services
E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Buck Wealth Strategies, a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. MAS and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies and MAS are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance in all solicitations of insurance.
EDUCATION
Digital Assets Council of Financial Professionals
DACFP Certificate in Blockchain and Digital Assets
CFP Board
https://certificates.cfp.net/47ad1ded-0f7e-48b6-bc24-e24e2877dc3d, CERTIFIED FINANCIAL PLANNER™ Professional
Toastmasters International
The Competent Communicator
Fi360, a Broadridge company
Accredited Investment Fiduciary®
Kaplan Financial Education
2019, Behavioral Financial Advisor
Woodside Priory School
HS Diploma, College Prep Education
College for Financial Planning
Masters of Science, Personal Financial Planning
San José State University
Bachelors, Business Administration
ABOUT KEVIN SHELTON
Private Wealth Manager at E.A. Buck Financial Services
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