Sheldon Sweeney

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.