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DETAILS
General Info
CAPITAL FINANCIAL MANAGEMENT is a Registered Investment Advisor and financial planning firm centrally located in the heart of Mission Valley in San Diego, California. For over 30 years, Kirk R. Sheldon, CFP®, founder and owner of Capital Financial Management, has Kirk R. Sheldonbeen helping individuals, families and small business owners with their financial planning and investment management needs. We are committed to providing highly personalized financial counsel, retirement planning and investment advice. Working closely with you, we first determine what matters most and from there construct a road map to address and implement each aspect of your specific financial planning requirements. We have the experience, knowledge and resources necessary to guide you in this valuable process. We know that the careful planning and management of your investment performance matters a great deal to you. A sound financial plan contributes greatly to your peace of mind.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Categories
Financial Planning Consultants, Estate Planning, Probate, & Living Trusts, Financial Planners, Investment Management, Retirement Planning Services
Services/Products
Registered Investment Advisor KIRK R. SHELDON, MBA, CFP(R) Certified Financial Planner(TM) Financial Planning Retirement Planning Investment Management Lump Sum Distributions Estate Planning Inheritance Issues Fee Planning
Neighborhoods
Mission Valley East, Eastern San Diego
Other Information

Wheelchair Accessible: Yes

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