Broker Check

 Jerry Sheby, CFP®
 Kirk Sheby

 

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5000 East Spring Street
Suite 340
Long Beach, California 90815

(562) 420-7800


Team

Jerry Sheby, CFP®, and Kirk Sheby have a combined 40 years of experience in the Financial Planning industry. Our offices are located in beautiful Long Beach, CA conveniently located near the 405 freeway and the Long Beach Airport. Our clients and their financial well being is one of our top priorities. And that is why we expect nothing less than the best customer service we can provide. 

 

Jerry Sheby, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

(562) 420-7800

(562) 420-7866

Mr. Sheby has been involved in the financial services industry as a registered representative and an insurance agent since 1986. He became a Certified Financial Planner™ (CFP®) in 1990 (continues ...)

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Kirk Sheby

Financial Advisor

(562) 420-7800

(562) 420-7866

Mr. Sheby has been in the Financial Services Industry since 2006. He graduated from California State University, Long Beach with a degree in Communications with an emphasis on Business and Marketing (continues ...)

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