Sheldon has taken a unique path to arrive in 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 couldn’t fully service his clients 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. Starting in 2012 Sheldon built his business at Pacific Capital Resource Group, Inc. in Bellevue, WA as a Financial Adviser. After seven years developing his practice and establishing niches in both Special Needs Planning and Retirement Planning, Sheldon received an opportunity to make a move to Snider Financial Group also located in Bellevue, WA as a Wealth Advisor.
Sheldon earned the Chartered Special Needs Consultant (ChSNC®) designation in 2018. He continues his financial education at the American College focusing on income taxation, investments, risk management, financial planning, and retirement income planning. He currently holds Series 63, 7, and 65. He is also Life and Disability licensed.
Snider Financial Group provides a robust team environment that perfectly suits Sheldon’s personality and focuses on his client’s needs for wealth management, insurance, and strategic financial planning.
Sheldon is extremely passionate about helping families and their children with special needs. 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 has organized a network of professionals who serve families that have children with special needs and regularly is asked to speak at school districts and organizations that support special needs programs such as the Washington State Fathers Network, Issaquah, Tahoma, and Kent School Districts. He has volunteered over the years at multiple organizations including: Catholic Men’s Washington State Ministry and Rotary-Bellevue Breakfast Club.
Sheldon has been married to his wife Debbie for 31 years and they have five young adult children. They have lived in Maple Valley, WA for 22 years and have two cats and a dog. Sheldon enjoys all water sports and swims year-round in open water and in the pool, he helps his wife in the garden, hikes and plays disc golf.
Our comprehensive upfront planning process is ideal for individuals. We meet with our clients face to face to understand their specific needs and circumstances then develop a personal, customized overall wealth management plan. Individual plans may include: special needs planning, investment planning, retirement planning, estate planning, tax planning, education funding and planning, insurance advice, and fee based financial planning. We also specialize in working with individuals that own small businesses and need to manage the personal and business aspects of their overall financial picture.
Tell us about your special needs issue and we will put you in touch with Sheldon Sweeney, ChSNC