Sheldon Black, CFP^®, CPA

Designations and licenses

Sheldon is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant.

Experience and education

Sheldon provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Sheldon was an associate advisor who worked with clients to prepare financial plans, rebalance portfolios and develop tax strategies. Before that, he served as director of tax and estate planning and brings over a decade of experience from an ultra-high-net-worth family office. He collaborated closely with CPA firms on annual tax filings and worked with a network of outside advisors to help advance the family’s long-term financial and estate planning objectives.

Sheldon has a bachelor’s degree in accounting from Sam Houston State University.

Personal interests

Away from the office, Sheldon enjoys reading and spending time with family. He is active in his church and community and currently serves as treasurer of his neighborhood civic club.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.