W.Clint Shelton, CLU®, ChFC®
Wealth Management Advisor
7101 Wisconsin Ave.
Bethesda, MD 20814
P. (301) 907-9030
Clint is grateful for the opportunity to assist hundreds of clients achieve their retirement goals by working together to craft a plan that works optimally.
Growing up Clint's Nana lived with his family, because her only retirement income was a $79 monthly Social Security check, which wasn't enough to live on. Clint wanted to prevent that from happening to as many people as he could, which is why he chose a profession in the financial services industry.
Clint joined Guardian Life at age 18, while studying for the Chartered Life Underwriter (CLU) designation, which he achieved in 1980. Clint also received his Chartered Financial Consultant (ChFC) designation in 1987 and is in his 42nd year serving in the financial services industry.
Clint has qualified for the Million Dollar Round Table (The Premier Association of Financial Professionals®) for 41 years and is currently a Qualifying and Life member (since 1983, first qualified 1978).
Clint is a member of The American Society of CLU and ChFCs- The Society of Financial Service Professionals National Capital Chapter. He participates in rigorous continuing education requirements on both a firm and regulatory level. Clint has completed long term care partnership training, as well as annual investment advisor representative training.
When he's not working with his clients, Clint enjoys riding his bike and walking his dogs.
Areas of Focus:
- Personal Financial Planning
- Retirement Planning
- Wealth Accumulation
- Disability Insurance
- Wealth Protection & Wealth Distribution
- Portfolio Management
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian
Financial Balance from the Living Balance Sheet
This unique and powerful video supports the financial concepts, embedded in The Living Balance
Sheet® system, which constitute an uncommon knowledge surrounding financial decision making.
W. Clint Shelton, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services are offered through PAS, (301) 907-9030. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly-owned subsidiary of Guardian. First Financial Group is not an affiliate or subsidiary of PAS or Guardian.