Sheldon Nix Email
Co-Founder and CEO
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Sheldon Nix Location
- Sacramento, CA, US
Sheldon Nix Work
- 2024 -now Co-Founder and CEO @ Exceed Wealth and Retirement Group, Inc.
- 2010 -now Wealth Management Advisor @ Mutual of Omaha Financial Advisors
- 2015 -2017 General Sales Manager @ Mutual of Omaha Financial Advisors
- 2021 -2024 Co-Owner @ Encompass Wealth Advisers
- 2013 -2014 Field Sales Consultant @ Mutual of Omaha Advisors
- 2012 -2013 Training and Recruiting Specialist @ Mutual of Omaha Advisors
Sheldon Nix Education
- The American College of Financial Services
(Retirement Income Certified Professional | RICP®)
- The American College of Financial Services
(Wealth Management Certified Professional | WMCP®)
- UCLA Anderson School of Management
(Certified 401(k) Professional | C(k)P®)
Sheldon Nix Skills
- Financial Advisory
- Retirement Planning
- Retirement Income Planning
- Retirement
- Financial Services
- Life Insurance
- Project Planning
- Strategic Financial
- Long Term Care
- Asset Protection
- Roth IRA
- Budgets
- Mutual Funds
- Microsoft Office
- Long Term Care Insurance
- 401k
- College Savings Plans
- Strategic Financial Planning
- Securities
Sheldon Nix Summary
- Sheldon Nix, based in Sacramento, CA, US, is currently a Co-Founder and CEO at Exceed Wealth and Retirement Group, Inc.. Sheldon Nix brings experience from previous roles at Mutual of Omaha Financial Advisors, Encompass Wealth Advisers and Mutual of Omaha Advisors. Sheldon Nix holds a The American College of Financial Services. With a robust skill set that includes Financial Advisory, Retirement Planning, Retirement Income Planning, Retirement, Financial Services and more. Sheldon Nix has 1 emails on RocketReach.
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