Sheldon Clark bio image
Sheldon Clark, CFP® Registered Principal CERTIFIED FINANCIAL PLANNER™

Sheldon Clark is a Certified Financial Planner™ professional and a co-owner of Tampa Bay Financial Planning as well as a Registered Principal with Raymond James Financial Services. He has been in the financial services industry since 1991.

Prior to joining Raymond James, Sheldon was Senior Vice President Investments and Market Director for Banc of America Investment services in Naples, Florida.

He is a graduate of Washington and Lee University with a bachelor's degree in politics and obtained his Certified Financial Planner™ certification in 1998.

Sheldon resides in Tampa with his wife Katie, and their three children. Active in his community, he also helps to promote financial literacy for youths by volunteering with Junior Achievement of Tampa Bay. Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.