Snider Financial Group
Sheldon Sweeney is a Wealth Advisor at Snider Financial Group since August 2019, specializing in personalized wealth management through comprehensive planning processes. Previously, Sheldon served as a Special Needs Financial Adviser at Pacific Capital Resource Group from July 2012 to August 2019 and held the title of Financial Adviser as well as Field Agent at Knights of Columbus from November 2009 to July 2012, where involvement included life insurance and investment products. Prior to these roles, Sheldon built a solid foundation in customer service and operations management through positions such as Sales Parts & Service Territory Manager at Washington Liftruck, Inc. and Inter-Island Cargo Manager at Matson, Inc., notably managing terminal operations at Matson Terminals, Inc. Education includes a Bachelor's degree in Nautical Industrial Technology from California State University Maritime Academy.
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Snider Financial Group
With Snider Financial Group, you have found a financial partner dedicated to your best interests. We listen carefully to understand your unique needs and through our knowledge and experience provide you with independent advice and personalized strategies. We practice holistic financial planning - a comprehensive approach that focuses on what you value most. Our objective is to help you fully explore and define your goals and then structure your resources so that you can pursue critical milestones throughout your financial life. We operate with integrity and diligence as we help you seek to accumulate and preserve your wealth. Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through Snider Financial Group, a registered investment advisor, and are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.