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Meet Sheldon Reed

Financial Advisor
8888790558x6842
sheldon.reed@wescomfinancial.com

Representing Santa Clarita and Palmdale

24165 Magic Mountain Pkwy, Santa Clarita CA 91355 39575 Trade Center Drive Palmdale, CA 93551

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About Sheldon

Education

National University — San Diego, CA — MBA; College of Financial Planning — Accredited Asset Management Specialist — AAMS

Additional Qualifications

California Insurance Agent License #0C25317

Personal Interests

Golf, Tennis, and The Great Outdoors

Sheldon is Registered through our broker-dealer, CUSO Financial Services

Series 7 — General Securities Representative; Series 63 — Uniform State Law; Series 65 — Uniform Investment Advisor Law

Our Business Philosophy

As a CFS Financial Advisor, I am dedicated to you and your individual investment needs. Whether you’re an experienced investor or just beginning, I am here to listen to you and provide you with advice tailored to the specific needs of you and your family. I take pride in establishing one-on-one, long-term relationships with my clients. My goal is to completely understand your financial aspirations in order to develop the right custom plan to meet your financial needs. Your dreams, our purpose.