Sheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and is the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles, Sacramento, and Dallas, Sheldon has successfully overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As an experienced speaker and panelist, he is highly regarded for his expertise in financial planning and retirement.
Outside of his professional life, Sheldon is a black belt and member of the Black Belt Council of Shotokan Karate of America. He enjoys spending time outdoors and exploring nature with his wife, Cassandra, and their son, Elliott.