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Kirk R. Sheldon, CFP®

Capital Financial Management

2221 Camino Del Rio S
Ste 303
San Diego, CA 92108
Phone: (619) 295-4883
Fax: (619) 299-9344

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.