Meet Shelly Fishman

Sheldon A. Fishman, MBA, CFP®
Financial Planner

Mission Statement

As an independent advisor, I create customized financial plans, investment strategies and professional financial advice to work toward building, protecting and transferring wealth to the next generation. I am committed to helping individuals pursue their financial goals.

Areas of Expertise

Basic and Comprehensive Personal Financial Plans
Investments: Including Stocks, Bonds, ETFs, Brokered and Structured CDs, Non-Traded and Traded REITs, Traditional Mutual Funds, Annuities
Retirement Income (Distribution) Programs
College Savings (529) Plans
Retirement Savings: Including 401(k)s, 403 (b)s, SIMPLE, SEP, Roth & Traditional IRAs
Estate Planning
Insurance Review, Including Life, Long-term Care and Disability

Experience, Education and Community Service

Sheldon A. Fishman, CERTIFIED FINANCIAL PLANNER™, holds a BA (1972) from the City University of New York, an MBA (1976) from Fordham University and an advanced certificate in Finance (1982) from Wharton. In 2009, Shelly achieved the CFP® designation.

Shelly holds Series 7 and 65 registrations and is health and life insurance licensed in Arizona, New York and California.

In addition to a respected and successful career in corporate management, Shelly has served in several Boards of Directors in Tucson and is a former Managing Director of the Dublin Internet Exchange and PAIX-Dublin. He has been a featured speaker in such diverse venues as Budapest, Hungary and Santiago, Chile.

Shelly appears regularly as a financial advice expert on Tucson radio and is a frequent commentator and guest on local media.

Main Office: 350 N. Ridge Dr., Tucson, AZ 85716
Phone: (520) 940-0884

Cell: (520) 940-0884
Fax: (520) 743-3220