Broker Check

 Jerry Sheby, CFP®
 Kirk Sheby




5000 East Spring Street
Suite 340
Long Beach, California 90815

(562) 420-7800

Jerry Sheby, CFP®

Jerry Sheby, CFP®


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. He has been a member of the Los Angeles Chapter of the FPA (Financial Planning Association) since 1994 where he then served on the board of directors for the FPA as the Vice President of technology for 3 years. He founded his financial planning practice in 1999 to provide objective, personalized financial planning services for his clients.

Mr. Sheby has been married to his wife Susan, since 1983. They have 3 wonderful sons and 2 beautiful daughter-in-laws. He enjoys speding time with his family, working out, playing raquetball, and traveling. He also enjoys working with his hands doing woodwork.