Co-Founder And Ceo
CurrentMy 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.