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.
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 ...)
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 ...)
