AeroLeads people directory · profile
Ryan Sheppard, Chfc® Email & Phone Number
Partner and Financial Planner
at
Capstone Wealth Partners
1 work email found
@capstonewealthpartners.com
3 phones found area 614 and 631
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Financial Planner
Location
Dublin, Ohio, United States
Company size
Who is Ryan Sheppard, Chfc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ryan Sheppard, Chfc® is listed as Partner and Financial Planner at Capstone Wealth Partners, a company with 5 employees, based in Dublin, Ohio, United States. AeroLeads shows a work email signal at capstonewealthpartners.com, phone signal with area code 614, 631, and a matched LinkedIn profile for Ryan Sheppard, Chfc®.
Ryan Sheppard, Chfc® previously worked as Partner & Financial Planner at Capstone Wealth Partners and Financial Advisor at Eagle Strategies, Llc. Ryan Sheppard, Chfc® holds B.S., Economics from The Ohio State University.
Company email context
Email format at Capstone Wealth Partners
This section adds company-level context without repeating Ryan Sheppard, Chfc®'s masked contact details.
*@capstonewealthpartners.com
71% confidence
AeroLeads found 1 current-domain work email signal for Ryan Sheppard, Chfc®. Compare company email patterns before reaching out.
Profile bio
About Ryan Sheppard, Chfc®
After several years at large financial companies, I co-founded Capstone Wealth Partners in 2009 –– an independent financial planning practice. We offer full-service planning & investment management, both of which are uniquely designed for college-bound families.
Listed skills include Registered Investment Advisor, Fiduciary, Portfolio Management, Money Management, and 11 others.
Current workplace
Ryan Sheppard, Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Capstone Wealth Partners
4 roles
Ryan Sheppard, Chfc® work experience
A career timeline built from the work history available for this profile.
Partner & Financial Planner
CurrentIndependent fee-only financial & investment planning for college-bound families.
Dec 2009 - Present
Financial Advisor
May 2007 - Nov 2009
Financial Consultant
Oct 2004 - Mar 2007
2 education records
Ryan Sheppard, Chfc® education
B.S., Economics
Chfc, Cfp, Advanced Financial Planning
The American College
FAQ
Frequently asked questions about Ryan Sheppard, Chfc®
Quick answers generated from the profile data available on this page.
What company does Ryan Sheppard, Chfc® work for?
Ryan Sheppard, Chfc® works for Capstone Wealth Partners.
What is Ryan Sheppard, Chfc®'s role at Capstone Wealth Partners?
Ryan Sheppard, Chfc® is listed as Partner and Financial Planner at Capstone Wealth Partners.
What is Ryan Sheppard, Chfc®'s email address?
AeroLeads has found 1 work email signal at @capstonewealthpartners.com for Ryan Sheppard, Chfc® at Capstone Wealth Partners.
What is Ryan Sheppard, Chfc®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 614, 631 for Ryan Sheppard, Chfc® at Capstone Wealth Partners.
Where is Ryan Sheppard, Chfc® based?
Ryan Sheppard, Chfc® is based in Dublin, Ohio, United States while working with Capstone Wealth Partners.
What companies has Ryan Sheppard, Chfc® worked for?
Ryan Sheppard, Chfc® has worked for Capstone Wealth Partners, Eagle Strategies, Llc, and Axa Advisors.
Who are Ryan Sheppard, Chfc®'s colleagues at Capstone Wealth Partners?
Ryan Sheppard, Chfc®'s colleagues at Capstone Wealth Partners include Bud Lavery, Cfp® and Allen Montgomery.
How can I contact Ryan Sheppard, Chfc®?
You can use AeroLeads to view verified contact signals for Ryan Sheppard, Chfc® at Capstone Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Ryan Sheppard, Chfc® attend?
Ryan Sheppard, Chfc® holds B.S., Economics from The Ohio State University.
What skills is Ryan Sheppard, Chfc® known for?
Ryan Sheppard, Chfc® is listed with skills including Registered Investment Advisor, Fiduciary, Portfolio Management, Money Management, Investment Management, Asset Management, Asset Allocation, and Investments.
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