About Our Team

Jerry Sheby, CFP^®, and Kirk Sheby have a combined 50 years of experience in the
Financial Planning industry.

Our clients and their financial well being is one of our top priorities. That is why you
can expect nothing less than our best recommendations, clear strategies and care for
your confidence.

Jerry Sheby, CFP^®

Certified Financial Planner™ Registered Representative

(562) 420-7800

(562) 420-7866

Jerry@ShebyFG.com

Mr. Jerry Sheby has been a prominent figure in the financial services industry since 1986, starting as a registered representative and insurance agent. He became a Certified Financial Planner™ (CFP®) in 1990 and has been an active...

Kirk Sheby

Registered Representative Financial Advisor

(562) 420-7800

(562) 420-7866

Kirk@ShebyFG.com

Kirk Sheby has been a part of the Financial Services Industry since 2006. He graduated from California State University, Long Beach with a degree in Communications, focusing on Business and Marketing. After college, Kirk got his...

Karin Perlstein

Office Administrator

(562) 420-7800

(562) 420-7866

Karin@Shebyfg.com

Ms. Karin Perlstein joined Jerry and Kirk Sheby in 2016. She graduated from California State University Fullerton with a Bachelors Degree in Communications. Her duties include customer service, office management, financial document...

Brandon Scott

Administrative Assistant

(562) 420-7800

(560) 420-7866

Brandon@ShebyFG.com

Brandon Scott holds a Bachelor of Science in Business Administration from California Baptist University and joined our team in 2022. As a Junior Advisor, he draws on his Investment Adviser License and State Registered Tax Preparer...

About Our Team

Jerry Sheby, CFP®

Kirk Sheby

Karin Perlstein

Brandon Scott

We are here to help!

Jerry Sheby, CFP^®