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Sheldon Nix, WMCP®, RICP®, C(k)P®, QPFC®

Sheldon Nix, WMCP®, RICP®, C(k)P®, QPFC®

Financial Planner

Sheldon Nix joined the financial planning industry in 2009. He began working closely with business owners and assisting them with benefits and 401K programs After 5 years as an advisor, Sheldon moved into a leadership role developing talent within the industry. Along the way, he earned the Wealth Management Certified Professional and Retirement Income Professional designations from the American College of Financial Services. He is currently pursuing the Chartered Financial Consultant designation. Early 2021, he left his management role to focus on working with clients. He specializes in wealth management, 401K plan design, and retirement income planning. Prior to becoming a financial advisor, he worked in the hospitality industry where he owned/operated a restaurant and bar.

Sheldon is a black belt and member of the blackbelt council of Shotokan Karate of America. He enjoys the outdoors and spending time in nature with his wife Casandra and son Elliot.