Sheldon Lewis
Financial Strategist for Executives & Business Owners | Generational Wealth & Legacy Planning | Northwestern Mutual
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Sheldon Lewis
I help successful professionals and business owners move from financial uncertainty to a clear, protected, and growing legacy.My path to financial strategy was forged through years of building businesses from the ground up and navigating the high-stakes world of the entertainment industry. As a multi-time founder and former executive, I understand that high income doesn\'t always equal high security.I’ve navigated the complexities of scaling companies and negotiating major contracts—experiences that now fuel my mission to provide the financial clarity and structure that high-achievers often lack. I built my practice to be the bridge between a successful career and a permanent family legacy.How I partner with my clients: For Business Owners: Implementing tax-efficient strategies and business protection plans. For Executives & Professionals: Creating stability and risk mitigation in high-pressure, high-income environments. For Families: Protecting what matters most today while building a meaningful foundation for the next generation.Whether you are looking to optimize your wealth, protect your assets, or design a multi-generational plan, my goal is to provide the clarity and confidence you need to live fully.Let’s start the conversation: s••••••••@nm.com
Experience
Financial Advisor
Jan 2025 — Present
Education
The City College of New York
Economics
2001 — 2003
Norfolk State University
BS, General Business/Entrepreneurial Studies
2003 — 2006
University of Phoenix
Master of Business Administration - MBA, Business Administration and Management, General
2009 — 2010
Skills
- Leadership
- Microsoft Word
- Team Leadership
- Public Speaking
- Business Development
- Microsoft Office
- Sales
- Strategic Planning
- Project Management
- Social Media Marketing
- Powerpoint
- Microsoft Excel
- Training
- New Business Development
- Event Planning
- Customer Service
- Social Networking
- Management
- Team Building
- Research
- Marketing
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