Curtis (Curt) Sheldon / Financial Advisor in Alexandria, Virginia

Curtis (Curt) Sheldon is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Enrolled Agent, Accredited Investment Fiduciary® Designee and President of C.L. Sheldon and Company, LLC.

Curt provides comprehensive financial planning, including Military and Veterans Administration benefits integration, tax planning and preparation, college planning, and retirement planning. He specializes in working with transitioning Senior Military Officers.

Specialties

401K Consulting Certified Financial Planner CFP® Comprehensive Financial Planning Fiduciary Advisor Financial Planner Independent Investment Advisor Life Insurance Member Of NAPFA Registered Investment Advisor Strategic Tax Planning
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