Joel Sheldon Email & Phone Number

Los Angeles, Ca, Us

550 W. Orangethorpe Ave., Ste A, Placentia, California

As a Financial Planner/Advisor, my goal is to help clients toward achieving their financial goals and dreams, whatever they may be. I provide comprehensive financial planning services to help individuals and businesses with investment strategies, retirement planning, protection planning, estate planning, and tax reduction strategies. The process involves establishing financial goals, gathering relevant data, analyzing the data, and developing a plan toward achieving goals, which are typically to maximize financial return within a stated risk objective, minimize tax liability, protect future viability, and protect intangibles. I also support businesses with 401k plan provisions and evaluation, employee benefits, and business succession planning.Our Mission Statement:"To inspire our clients to take a proactive approach to true wealth management through experiencing a real relationship with a financial planner and firm, whereby they will receive unbiased counsel and unparalleled customer service."I hold Series 7, 62, 63, and 66 Securities Licenses along with a CA Insurance License: Life, Accident & Health, and Variable Contracts.Securities Disclosure: Securities and Investment Advisory Services offered through Crown Capital Securities, L.P. Member SIPC & FINRA (www.sipc.org /www.finra.org/ www.brokercheck.finra.org). Crown Capital Securities, L.P. is located at 725 Town & Country Rd, Ste 530, Orange, CA 92868, (714) 547-9481, FAX (714) 547-9735.

Irvine, Ca

Orange County, California Area

Ms, Environmental Engineering

Bse, Engineering