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14 Years Of Serving Military Clients And Building An Ensemble Financial Planning and Tax Preparation Firm with Curt Sheldon
Manage episode 465128862 series 2948641
Treść dostarczona przez Daniel Kopp and CFP. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Daniel Kopp and CFP lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
I’m excited to welcome Curt Sheldon on the podcast today. He is the founder of C. L. Sheldon and Company, a flat-fee RIA focused on serving senior military officers. Curt first launched this firm more than 14 years ago and offered flat fee engagements with investment management long before this became more common. His firm also prepares more than 300 tax returns.
In this wide-ranging interview Curt shares how his early interest in finances started during his academics studies during undergraduate, masters, and CFP coursework while on active duty. Listen for his story about a bad experience early on with being sold some unsuitable products and how this impacted his view of the industry. We talk about his decision to pursue the EA and how tax planning and preparation has shaped much of his client experience over the years.
We also explore the team growth of his firm and his vision for the future, both in his company but also in the broader industry. Curt shares his perspective and advice for job seekers including how to focus on the mission and vision of the firm you are interviewing with. Lastly, we reflect on how much has changed even just over Curt’s firm and what he sees as some of the biggest transitions and opportunities.
https://www.linkedin.com/in/curtis-curt-sheldon-cfp%C2%AE-ea-20a51b19/
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