Xavier L. Sheid

Credentials:
  • CPA*

Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Business Succession Planning, Risk Management Strategies

Languages: English, Spanish, French

I offer an analysis of your current financial situation and help you:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your goals and deal with concerns
  • Identify gaps, if present, and offer solutions to fill them

Education

University of Southern California, Los Angeles, CA (Graduated 1979)

Hobbies

One Design and Offshore Sailboat Racing

See Xavier’s Licenses and Disclosures

Contact Xavier

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MassMutual Pacific Coast

Main Office

4275 Executive Square Suite 400
La Jolla, CA 92037

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CRN202207-267436