Curt Sheldon, EA, MBA
Alexandria, Virginia Financial Planner

Curtis (Curt) Sheldon is a fee-only financial planner located in Northern Virginia. He specializes in Financial Strategies for Military Professionals. A long-time student of all things financial related, Curt earned an MBA in Individual Financial Planning from City University, Seattle. Curt is also an Enrolled Agent (EA) admitted to represent clients at all levels of the IRS. Curt started C.L. Sheldon & Company because he recognized the fact that Military Professionals, both current and prior, need to develop Financial Plans that account for their unique benefits and stresses.

Prior to starting CL Sheldon, Curt served as a USAF Fighter Pilot (and for some reason was known as “Jar”) for over 27 years. He’s “Been There, Done That” from no-notice combat deployments to multiple PCS moves to transitioning to the civilian workforce. He doesn’t need to imagine what military life is like, he lived it.

He adopts a Fighter Pilot tenant…Observe-Orient-Decide-Act to structure his Financial Planning, always keeping his client’s best interest as his number one priority.

Curt is often requested to speak to military audiences on financial matters related to the military lifestyle and transition to the civilian sector. Curt has been a featured presenter at the Pentagon; Headquarters, Air Force Space Command; Headquarters Air Mobility Command; Headquarters, Air Force Special Operations Command, Nellis Air Force Base, Bolling Air Force Base and Andrews Air Force Base.

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