Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc®

Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® Email and Phone Number

Martial Arts Enthusiast / Co-Owner of Retirement Planning Business @
Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc®'s Location
Greater Sacramento, United States, United States
Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc®'s Contact Details

Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® work email

Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® personal email

n/a
About Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc®

HAVE YOU EVER HAD AN EXPERIENCE THAT CHANGED THE DIRECTION OF YOUR LIFE?I have. Let me explain.I come from a long line of entrepreneurs.My grandparents were farmers, and my dad owned his own business.So, it made sense that business became my passion and after graduating college, I owned several of my own- -including a restaurant and a construction company.THEN, IN 2005, A PIVOTAL EXPERIENCE CHANGED MY LIFE.My grandmother was dying and needed round-the-clock care, but she didn’t have a plan in place to pay for it. EVERYTHING SHE OWNED WAS TIED UP IN LAND, SO WE HAD TO SELL OFF PARCELS OF HER FARM TO COVER HER CARE.As you can imagine, not only was it painful to see my grandma like this, but it was also painful to watch my childhood memories get sold off one by one.Knowing my family would never again watch the 4th of July fireworks in their field was devastating.I REALIZED, “MY GRANDPARENTS CAN’T BE THE ONLY ONES WITHOUT A FINANCIAL PLAN. I’VE GOT TO PREVENT THIS FROM HAPPENING TO OTHER FAMILIES.”So, I sold my businesses, got the certifications needed, and became a Retirement Planning Specialist.That was 15 years ago.Today, my team and I work with business owners, their executive teams, boards, and employees.WE BUILD INFRASTRUCTURE TO HELP MINIMIZE TAXES AND CREATE RETIREMENT PLANS FOR THE WHOLE COMPANY.We focus on:Helping ensure employees can retire, and developing exit strategies for owners, so they can retire on their terms with an income they can’t outlive.KNOWING MY CLIENTS AREN’T BACKED INTO A CORNER LIKE MY GRANDMA WAS, AND HAVE A CHOICE ON HOW AND WHEN THEY RETIRE, IS WHY I DO WHAT I DO.And when we work together, my goal is to do the same for you.

Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc®'s Current Company Details
Exceed Wealth and Retirement Group, Inc.

Exceed Wealth And Retirement Group, Inc.

Martial Arts Enthusiast / Co-Owner of Retirement Planning Business
Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® Work Experience Details
  • Exceed Wealth And Retirement Group, Inc.
    Co-Founder And Ceo
    Exceed Wealth And Retirement Group, Inc. Aug 2024 - Present
    My team strives to support our clients through every step of their retirement plan journey. We can help you build an investment strategy that fits the unique objectives of your company and employees. I'm a C(k)P® Certified 401(k) Professional in good standing with The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.Your Retirement Plan is your future. Choose to work with our dedicated team to help it grow. | https://www.exceedwealthandretire.com/Sheldon Nix, WMCP®, RICP®, C(k)P®, QPFC® | Financial PlannerCA License: 0G53052 in AL, AR, AZ, CA, CT, FL, ID, MA, MD, NC, NH, OR, WADisclosures:‎ This is not an offer or solicitation in any jurisdiction where not authorized to do business. CA Insurance License 0G53052 in AL, AR, AZ, CA, CT, FL, ID, MA, MD, NC, NH, OR, WAhttps://www.mutualofomaha.com/disclosure/Securities offered through Mutual of Omaha Investor Services, Inc., a Registered ‎Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of ‎Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm. FINRA ‎‎(www.finra.org)/SIPC (www.sipc.org). ‎Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. Mutual of Omaha Financial Advisers is the marketing name for Mutual of Omaha Investor Services, Inc. ‎Exceed Wealth and Retirement Group and Mutual of Omaha Investor Services are not affiliated. The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of client experiences.‎ ‎Any links to third-party websites or resources are provided solely as a ‎convenience and not as an endorsement of the content. No ‎representations or warranties made as to the accuracy, timeliness, suitability, ‎completeness, or relevance of any information prepared by any unaffiliated third ‎party.
  • Mutual Of Omaha Financial Advisors
    Wealth Management Advisor
    Mutual Of Omaha Financial Advisors Mar 2010 - Present
    Financial Advisory | https://agents.mutualofomaha.com/agents/ca/sacramento/sheldon-nix
  • Mutual Of Omaha Financial Advisors
    General Sales Manager
    Mutual Of Omaha Financial Advisors Jan 2015 - Jan 2017
  • Encompass Wealth Advisers
    Co-Owner
    Encompass Wealth Advisers Mar 2021 - Aug 2024
    Your Retirement Plan is your future. Choose to work with our dedicated team to help it grow. | https://www.encompassadvisers.com/
  • Mutual Of Omaha Advisors
    Field Sales Consultant
    Mutual Of Omaha Advisors Dec 2013 - Dec 2014
  • Mutual Of Omaha Advisors
    Training & Recruiting Specialist
    Mutual Of Omaha Advisors Dec 2012 - Nov 2013

Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® Skills

Financial Advisory Retirement Planning Mutual Funds Roth Ira College Savings Plans Retirement 401k Strategic Financial Planning Long Term Care Insurance Life Insurance Asset Protection Long Term Care

Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Retirement Income Certified Professional | Ricp®
  • The American College Of Financial Services
    The American College Of Financial Services
    Wealth Management Certified Professional | Wmcp®
  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    Certified 401(K) Professional | C(K)P®

Frequently Asked Questions about Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc®

What company does Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® work for?

Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® works for Exceed Wealth And Retirement Group, Inc.

What is Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc®'s role at the current company?

Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc®'s current role is Martial Arts Enthusiast / Co-Owner of Retirement Planning Business.

What is Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc®'s email address?

Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc®'s email address is sh****@****aha.com

What schools did Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® attend?

Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® attended The American College Of Financial Services, The American College Of Financial Services, Ucla Anderson School Of Management.

What are some of Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc®'s interests?

Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® has interest in Snowboarding, Martial Arts.

What skills is Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® known for?

Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® has skills like Financial Advisory, Retirement Planning, Mutual Funds, Roth Ira, College Savings Plans, Retirement, 401k, Strategic Financial Planning, Long Term Care Insurance, Life Insurance, Asset Protection, Long Term Care.

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