Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Stahr is a Certified Financial Planner® professional with extensive experience in the financial services industry. Shelby is currently registered with Cerity Partners LLC, a firm with offices in New York City and San Francisco. Shelby has been with Cerity Partners LLC since November 2021 and has previously worked with Mosaic Financial Partners, Private Ocean, B|O|S, Vista Equity Partners, and Mosher & Ellis Financial Planning. Shelby specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Shelby also provides financial planning and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
11/03/2021 - Present
Cerity Partners LLC (NEW YORK NY)
Active
Inactive
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