Ryan Sheppard, Chfc®

Ryan Sheppard, Chfc® Email and Phone Number

Partner and Financial Planner @ Capstone Wealth Partners
Dublin, OH, US
Ryan Sheppard, Chfc®'s Location
Dublin, Ohio, United States, United States
Ryan Sheppard, Chfc®'s Contact Details

Ryan Sheppard, Chfc® personal email

Ryan Sheppard, Chfc® phone numbers

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.

Ryan Sheppard, Chfc®'s Current Company Details
Capstone Wealth Partners

Capstone Wealth Partners

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Partner and Financial Planner
Dublin, OH, US
Website:
capstonewealthpartners.com
Employees:
5
Ryan Sheppard, Chfc® Work Experience Details
  • Capstone Wealth Partners
    Partner And Financial Planner
    Capstone Wealth Partners
    Dublin, Oh, Us
    View
  • Capstone Wealth Partners
    Partner & Financial Planner
    Capstone Wealth Partners Dec 2009 - Present
    Columbus, Ohio Area
    Independent fee-only financial & investment planning for college-bound families.
    View
  • Eagle Strategies, Llc
    Financial Advisor
    Eagle Strategies, Llc May 2007 - Nov 2009
    View
  • Axa Advisors
    Financial Consultant
    Axa Advisors Oct 2004 - Mar 2007
    View

Ryan Sheppard, Chfc® Skills

Registered Investment Advisor Fiduciary Portfolio Management Money Management Investment Management Asset Management Asset Allocation Investments Investment Advisory Strategic Financial Planning Financial Planning Retirement Planning Retirement Savings Monte Carlo Simulation College Education Planning

Ryan Sheppard, Chfc® Education Details

Frequently Asked Questions about Ryan Sheppard, Chfc®

What company does Ryan Sheppard, Chfc® work for?

Ryan Sheppard, Chfc® works for Capstone Wealth Partners

What is Ryan Sheppard, Chfc®'s role at the current company?

Ryan Sheppard, Chfc®'s current role is Partner and Financial Planner.

What is Ryan Sheppard, Chfc®'s email address?

Ryan Sheppard, Chfc®'s email address is rs****@****ife.com

What is Ryan Sheppard, Chfc®'s direct phone number?

Ryan Sheppard, Chfc®'s direct phone number is +161475*****

What schools did Ryan Sheppard, Chfc® attend?

Ryan Sheppard, Chfc® attended The Ohio State University, The American College.

What are some of Ryan Sheppard, Chfc®'s interests?

Ryan Sheppard, Chfc® has interest in Portfolio Management, Economics, Golf, Osu Buckeyes, Financial Planning.

What skills is Ryan Sheppard, Chfc® known for?

Ryan Sheppard, Chfc® has skills like Registered Investment Advisor, Fiduciary, Portfolio Management, Money Management, Investment Management, Asset Management, Asset Allocation, Investments, Investment Advisory, Strategic Financial Planning, Financial Planning, Retirement Planning.

Who are Ryan Sheppard, Chfc®'s colleagues?

Ryan Sheppard, Chfc®'s colleagues are Bud Lavery, Cfp®, Allen Montgomery.

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