Steven Sheldon, CFA®, CFP®
Designations and Licenses
He is a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Steven provides wealth management services including retirement, college and tax planning to high-net-worth and mass affluent households. He primarily serves the needs of business owners, corporate executives and retirees, as well as professionals in the financial services, medical, dental and legal fields. Steven has more than 25 years of personal finance and investment management experience.
Prior to joining Mariner Wealth Advisors in 2003, he founded SMS Capital Management, which was acquired by Mariner Wealth Advisors in 2019.
Steven holds a Bachelor of Business Administration degree from The University of Texas and an MBA from Tulane University. Steven is the vice president and the board director for CFA Society of Houston.
He is on the board of directors for the Albert and Ethel Herzstein Foundation Advisory Board, The Woods Project and Dr. Marnie Rose Foundation Investment Committee. He is also a guest lecturer for Congregation Beth Yeshurun – University of Houston.