Daniel Shelly
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Daniel Shelly Email & Phone Number

Location: Folsom, California, United States 5 work roles 3 schools
1 work email found @capstonefinancial.net LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@capstonefinancial.net
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Role
Financial Advisor
Location
Folsom, California, United States
Company size

Who is Daniel Shelly? Overview

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Quick answer

Daniel Shelly is listed as Financial Advisor at Capstone Financial Group - AIC, a company with 35 employees, based in Folsom, California, United States. AeroLeads shows a work email signal at capstonefinancial.net and a matched LinkedIn profile for Daniel Shelly.

Daniel Shelly previously worked as Financial Representative at Capstone Financial Group - Aic and Accountant at Heritage Community Credit Union. Daniel Shelly holds Bachelor'S Degree, Accounting from Colorado State University-Global Campus.

Company email context

Email format at Capstone Financial Group - AIC

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{first_initial}{last}@capstonefinancial.net
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AeroLeads found 1 current-domain work email signal for Daniel Shelly. Compare company email patterns before reaching out.

Profile bio

About Daniel Shelly

Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC (www.finra.org and www.sipc.org ). AIC and Capstone Financial Group are not affiliated. Additional products and services may be available through Daniel Shelly or Capstone Financial Group that are not offered through AIC. Securities products are limited to residents of California. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Capstone Financial Group will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.

Listed skills include Account Reconciliation, Financial Statements, Financial Reporting, Financial Accounting, and 17 others.

Current workplace

Daniel Shelly's current company

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Capstone Financial Group - AIC
Capstone Financial Group - Aic
Financial Advisor
Folsom, CA, US
Employees
35
AeroLeads page
5 roles

Daniel Shelly work experience

A career timeline built from the work history available for this profile.

Financial Representative

Current

Folsom, California

At Capstone Financial Group we work together as a team of professional advisors that help individuals, families, and small businesses to develop successful financial solutions. Our team of professionals share a common goal of delivering great customer service, creative problem-solving and well-designed financial strategies. I focus on helping our clients.

Oct 2016 - Present

Job Foreman

Cascading Falls Inc.

Fair Oaks, California

May 2012 - Jul 2013
Team & coworkers

Colleagues at Capstone Financial Group - AIC

Other employees you can reach at capstonefinancial.net. View company contacts for 35 employees →

3 education records

Daniel Shelly education

Associate Of Science (A.S.), Accounting And Business Administration

FAQ

Frequently asked questions about Daniel Shelly

Quick answers generated from the profile data available on this page.

What company does Daniel Shelly work for?

Daniel Shelly works for Capstone Financial Group - AIC.

What is Daniel Shelly's role at Capstone Financial Group - AIC?

Daniel Shelly is listed as Financial Advisor at Capstone Financial Group - AIC.

What is Daniel Shelly's email address?

AeroLeads has found 1 work email signal at @capstonefinancial.net for Daniel Shelly at Capstone Financial Group - AIC.

Where is Daniel Shelly based?

Daniel Shelly is based in Folsom, California, United States while working with Capstone Financial Group - AIC.

What companies has Daniel Shelly worked for?

Daniel Shelly has worked for Capstone Financial Group - Aic, Heritage Community Credit Union, and Cascading Falls Inc..

Who are Daniel Shelly's colleagues at Capstone Financial Group - AIC?

Daniel Shelly's colleagues at Capstone Financial Group - AIC include Oscar Zapata, Chris Vaccaro Clu, Chfc, Alex Castro, Scott Planer, and Anthony Beltran, Lutcf, Clu.

How can I contact Daniel Shelly?

You can use AeroLeads to view verified contact signals for Daniel Shelly at Capstone Financial Group - AIC, including work email, phone, and LinkedIn data when available.

What schools did Daniel Shelly attend?

Daniel Shelly holds Bachelor'S Degree, Accounting from Colorado State University-Global Campus.

What skills is Daniel Shelly known for?

Daniel Shelly is listed with skills including Account Reconciliation, Financial Statements, Financial Reporting, Financial Accounting, Financial Analysis, General Ledger, Internal Controls, and Banking.

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