Sheldon Sweeney
- Role
- Wealth Advisor at Snider Financial Group
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Sheldon Sweeney
My primary objective is to assist you in becoming the best steward of your financial…
Experience
Wealth Advisor
Aug 2019 — Present
Our comprehensive upfront planning process is ideal for individuals. We meet with our clients face to face to understand their specific needs and circumstances then develop a personal, customized overall wealth management plan. Individual plans may include investment planning, retirement planning, estate planning, tax planning, education funding and planning, insurance advice, and fee based financial planning. We also specialize in working with individuals that own small businesses and need to manage the personal and business aspects of their overall financial picture. Additionally, Sheldon helps families who have children with Special Needs, like his own family, navigate through their planning process.
Education
California State University Maritime Academy
Bachelor's degree, Nautical Inductrial Technology
1982 — 1986
Skills
- Employee Benefits
- Estate Planning
- Financial Services
- Finance
- Long-Term Care
- Retirement Planning
- Disability Insurance
- Investments
- Leadership
- Retirement
- Business Networking
- Wealth Management
- Financial Planning
- Series 7
- Variable Annuities
- Insurance
- Life Insurance
- Long Term Care Insurance
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