Seth Shepherd, Cfp® Email and Phone Number
I started Pillar Wealth with a strong team of professionals because I love solving problems. We help small business owners minimize taxes, increase cash flow, and align their wealth with their purpose. I strive to counsel my clients with care and compassion on tax, estate, risk management, cash-flow, investment, and small business planning. I'm very blessed to be a part of my client's lives and I’m thankful for the opportunity to provide actionable and meaningful financial advice. To learn more, visit: www.pillarw.com
Pillar Wealth
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Wealth AdvisorPillar Wealth Apr 2024 - PresentFranklin, Indiana, United States -
Vp - Financial ConsultantCharles Schwab Oct 2021 - Apr 2024Indianapolis, Indiana, United States -
Associate Financial ConsultantCharles Schwab Dec 2019 - Oct 2021 -
High Net Worth SpecialistCharles Schwab Jul 2019 - Dec 2019 -
Financial Service ProfessionalCharles Schwab May 2018 - Jul 2019
Seth Shepherd, Cfp® Education Details
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Business Administration And Management, General
Frequently Asked Questions about Seth Shepherd, Cfp®
What company does Seth Shepherd, Cfp® work for?
Seth Shepherd, Cfp® works for Pillar Wealth
What is Seth Shepherd, Cfp®'s role at the current company?
Seth Shepherd, Cfp®'s current role is Helping business owners align their Wealth with their Purpose | Founding Partner at Pillar Wealth.
What schools did Seth Shepherd, Cfp® attend?
Seth Shepherd, Cfp® attended Indiana University - Kelley School Of Business.
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