Financial Planner Sheldon Nix WMCP®, RICP®
Sheldon Nix joined the financial planning industry in 2009. He worked closely with business owners, assisting them with benefits and 401K programs. After 5 years Sheldon moved into a leadership role and earned the Wealth Management Certified Professional and Retirement Income Professional designations from the American College of Financial Services.
He is currently pursuing the Chartered Financial Consultant designation. In 2021, he started working with clients specializing in wealth management, 401K plan design, and retirement income planning. Prior to becoming a financial advisor, he worked in the hospitality business.