Shawn McElmoyl
Strategic Business Leader and Financial Advisor
- Role
- Strategic Business and Financial Advisor at Bulman Wealth Group
- Location
- Roseville, CA, US
- LinkedIn followers
- 500 followers
About Shawn McElmoyl
As the founder of Affluent Strategies and a Strategic Business and Financial Advisor at…
Experience
Strategic Business and Financial Advisor
Apr 2024 — Present · Sacramento, CA, US
Director of Advisory Services to a rapidly growing Registered Investment Advisory firm and Financial Advisor to High Net Worth Individuals and Families. I bring decades of leadership, advisory experience and perspective to my clients.Bulman Wealth Group is an independent investment advisor that offers a variety of different investment vehicles. This page is for informational purposes only and does not address any individual’s financial situation. Bulman Wealth Group does not guarantee the accuracy or completeness of information provided by third parties and assumes no obligation to update this information. Bulman Wealth Group will not accept investment offers via social media.
Skills
- Credit
- Portfolio Management
- Finance
- Commercial Lending
- Retirement Planning
- Management
- Series 63
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Investments
- Leadership
- Series 7
- Wealth Management
- Financial Services
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