Sheldon Sweeney, ChSNC


Profession LogoFINANCIAL PLANNER
Sheldon Sweeney, ChSNC

Pacific Capital Resource Group, Inc.

10900 NE 8th Street
Suite 1550
Bellevue, WA 98004
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Profile

Sheldon has taken a unique path in arriving at the financial services industry.  After graduating from California Maritime Academy with a B.S. Degree in Nautical Industrial Technology, he worked in the industrial marketplace for many years.

Ultimately, his love for client service led him to a career in financial services as a Protection Specialist with a major fraternal insurer; however, he found he wasn't able to service his clients fully with their limited insurance options.  Sheldon enjoys helping families who are planning for retirement as well as business owners who need advice on creating an exit plan while protecting the business they have built.  In 2012, Sheldon found the perfect match in Pacific Capital Resource Group, Inc. (PCRG).  PCRG provides financial professionals an environment to flourish through shared resources and expert knowledge across the disciplines of insurance, investments, and strategic financial solutions.

Sheldon is extremely passionate about helping families and their children with special needs, thus focusing a significant portion of his practice on helping these families.  He connects with them on a personal level with his youngest daughter having Down Syndrome.  He knows the extra demands that this puts on families as well as their need for high quality planning.

Through his own experiences, Sheldon understands the advocacy needed in providing for children with special needs.  He and his wife Debbie advocate on behalf of their daughter’s education and therapies, recreational programs, respite care and medical needs, to name a few. This often is an exhausting endeavor, especially for the caregiver who spends most of their time with the child.

His favorite part of the planning process is witnessing the peace of mind his clients experience as he helps them identify their goals and objectives and implements the best strategies available to attain them.

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   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.