Capital Financial Management is a Registered Investment Advisor and financial planning firm located in the heart of Mission Valley in San Diego, California. With over 30 years of experience, founder Kirk R. Sheldon, CFP, has been providing personalized financial counsel, retirement planning, and investment advice to individuals, families, and small business owners.
Committed to building and maintaining long-term relationships, Capital Financial Management works closely with clients to evaluate their financial planning needs and construct a road map to address each aspect. With a focus on trust, respect, and personal service, their experienced team guides clients through the process of achieving their financial goals and objectives.
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