Curtis Sheldon (AIF®, CFP®, EA, MBA)

Curtis Sheldon focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Middle Income Client Needs
  • Tax Planning

Planning Specialties

Comprehensive Financial Strategies for Military Professionals including tax planning, integration of military and veteran’s benefits with other financial issues, college planning that integrates Post 9/11 GI Bill benefits, retirement planning, investment management and tax preparation. Additional specialization in serving transitioning senior officers.



Additional Information

Curtis (Curt) Sheldon is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Enrolled Agent, Accredited Investment Fiduciary® Designee and President of C.L. Sheldon and Company, LLC. Curt provides comprehensive financial planning including Military and Veterans Administration benefits integration, tax planning and preparation, college planning, and retirement planning. He specializes in working with transitioning Senior Military Officers. As a CFP® Practitioner Curt has met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. As an Enrolled Agent he is admitted to represent clients in all 50 states at all levels of the IRS. The AIF Designation certifies Curt has specialized knowledge of fiduciary standards of care and their application to the investment management process. Prior to becoming a financial planner Curt served in the United States Air Force for 27 years as a Fighter Pilot. He holds an MBA in Individual Financial Planning from City University of Seattle, and a Bachelor of Science degree in Management/Finance from the United States Air Force Academy. Curt is a recognized expert on financial planning issues for military professionals. He has been a guest speaker on financial planning for transition at the Pentagon; Headquarters, Air Force Space Command; Headquarters, Air Mobility Command; Headquarters, Air Force Special Operations Command; Headquarters, Air Education and Training Command; and Camp Lejeune. He has also spoken on Military Tax Planning at the Annual Conference on Financial Education sponsored by the Institute for Financial Literacy. He has been quoted in the Wall Street Journal, The Huffington Post and published in Military Of

NAPFA Start Date

March 12, 2009


This Office

1800 Diagonal Rd Ste 600 Alexandria, VA 22314-2840 Phone: (703) 542-4000