Curtis (Curt) Sheldon, Cfp®, Ea

Curtis (Curt) Sheldon, Cfp®, Ea Email and Phone Number

Financial and Tax Planner specializing in Strategies for transitioning Senior Military Officers | Author @ C. L. Sheldon & Company, LLC
alexandria, virginia, united states
Curtis (Curt) Sheldon, Cfp®, Ea's Location
Fairfax Station, Virginia, United States, United States
Curtis (Curt) Sheldon, Cfp®, Ea's Contact Details

Curtis (Curt) Sheldon, Cfp®, Ea work email

Curtis (Curt) Sheldon, Cfp®, Ea personal email

Curtis (Curt) Sheldon, Cfp®, Ea phone numbers

About Curtis (Curt) Sheldon, Cfp®, Ea

I'm a CERTIFIED FINANCIAL PLANNER™ Practitioner, Enrolled Agent, Accredited Investment Fiduciary® Designee and President of C.L. Sheldon and Company, LLC. I provide comprehensive financial planning including Military and Veterans Administration benefits integration, tax planning and preparation, college planning, and retirement planning. I specialize in working with transitioning Senior Military Officers. I also wrote the book, "Well and Faithfully Discharged: Financial TTP for Military Retirement". The CFP® designation signifies I have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. As an Enrolled Agent I'm admitted to represent clients in all 50 states at all levels of the IRS. The AIF Designation certifies that I have specialized knowledge of fiduciary standards of care and their application to the investment management process.I served in the United States Air Force for 27 years as a Fighter Pilot prior to starting my new career. I thoroughly enjoy speaking on the financial ramifications of leaving the military. I've been a guest speaker on financial planning for transition at the Pentagon; Headquarters, Air Force Space Command; Headquarters, Air Mobility Command; Headquarters, Air Force Special Operations Command; Headquarters, Air Education and Training Command; Nellis AFB; and Camp Lejeune. I've also spoken on Military financial issues at the Annual Conference on Financial Education sponsored by the Institute for Financial Literacy, the Fi360 National Conference and other regional events. I've been quoted in the Wall Street Journal , Investment News, Financial Planning Magazine and published in Military Officer and the Christian Science Monitor.

Curtis (Curt) Sheldon, Cfp®, Ea's Current Company Details
C. L. Sheldon & Company, LLC

C. L. Sheldon & Company, Llc

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Financial and Tax Planner specializing in Strategies for transitioning Senior Military Officers | Author
alexandria, virginia, united states
Website:
clsheldon.com
Employees:
2
Curtis (Curt) Sheldon, Cfp®, Ea Work Experience Details
  • C. L. Sheldon & Company, Llc
    President And Lead Planner
    C. L. Sheldon & Company, Llc Jan 2011 - Present
  • Check 6, Inc
    Independent Consultant Leadership Consultant
    Check 6, Inc Jun 2010 - May 2016
    Provides leadership, safety and operational efficiency training to off-shore oil rig workers in Brazil. Provides instruction in both English and Portuguese
  • The Guidance Group Usa
    Featured Financial Planning Blogger At Militaryfamily.Com
    The Guidance Group Usa Oct 2011 - Mar 2012
  • Usaf
    Division Chief, Hq Usaf
    Usaf Jul 2005 - May 2010
    Led selectively manned division that provided administrative, finance, airlift and personnel support to on-going operational programs.
  • Usaf
    Student, Air War College
    Usaf Jul 2004 - May 2005
  • Usaf
    Commander, 13 Fighter Squadron
    Usaf May 2002 - May 2004
    Senior leader of combat-ready F-16CJ “Wild Weasel” Fighter Squadron employing 253 maintenance and support personnel, 27 pilots, 20 aircraft and resources worth $725 million.
  • Usaf
    Operations Officer, 13 Fighter Squadron
    Usaf Jul 2001 - Mar 2002
    Directed combat and peacetime F-16CJ “Wild Weasel” flying operations.
  • Usaf
    Chief, Wing Safety; 35 Fighter Wing
    Usaf Jan 2001 - Jul 2001
    Implemented Wing Commander’s Safety Program
  • Usaf
    Chief, Future Fighter Programs; Hq Norad
    Usaf Jan 1999 - Jan 2001
    Principal action officer on staff for all actions related to developmental fighter capabilities
  • Usaf
    Student, Escola De Comando E Estado Maior; Rio De Janeiro
    Usaf Jan 1998 - Jan 1999
    Represented USAF at Brazilian Air Force Command and Staff College

Curtis (Curt) Sheldon, Cfp®, Ea Skills

Tax Planning And Preparation For Retiring Senior Military Officers Personal Financial Planning Insurance Consulting Survivor's Benefit Plan Analysis Retirement Planning Brazilian Portuguese 401k Investment Consulting For Small Businesses 404 Compliance

Curtis (Curt) Sheldon, Cfp®, Ea Education Details

Frequently Asked Questions about Curtis (Curt) Sheldon, Cfp®, Ea

What company does Curtis (Curt) Sheldon, Cfp®, Ea work for?

Curtis (Curt) Sheldon, Cfp®, Ea works for C. L. Sheldon & Company, Llc

What is Curtis (Curt) Sheldon, Cfp®, Ea's role at the current company?

Curtis (Curt) Sheldon, Cfp®, Ea's current role is Financial and Tax Planner specializing in Strategies for transitioning Senior Military Officers | Author.

What is Curtis (Curt) Sheldon, Cfp®, Ea's email address?

Curtis (Curt) Sheldon, Cfp®, Ea's email address is cu****@****ail.com

What is Curtis (Curt) Sheldon, Cfp®, Ea's direct phone number?

Curtis (Curt) Sheldon, Cfp®, Ea's direct phone number is +170354*****

What schools did Curtis (Curt) Sheldon, Cfp®, Ea attend?

Curtis (Curt) Sheldon, Cfp®, Ea attended United States Air Force Academy, City University Of Seattle, College For Financial Planning, Air War College, Lincoln High School.

What skills is Curtis (Curt) Sheldon, Cfp®, Ea known for?

Curtis (Curt) Sheldon, Cfp®, Ea has skills like Tax Planning And Preparation For Retiring Senior Military Officers, Personal Financial Planning, Insurance Consulting, Survivor's Benefit Plan Analysis, Retirement Planning, Brazilian Portuguese, 401k Investment Consulting For Small Businesses, 404 Compliance.

Who are Curtis (Curt) Sheldon, Cfp®, Ea's colleagues?

Curtis (Curt) Sheldon, Cfp®, Ea's colleagues are Jacob Sheldon.

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