CONNECT

Address:

2365 Iron Point Road, Suite 180
Folsom, CA 95630

Phone:

(916) 467-8850

Fax/Other:

(916) 817-8863

Daniel Shelly

Associate

Daniel Shelly started his career in the financial industry in 2013 at a Sacramento credit union where he served as an accountant. His daily duties were imperative to the credit union’s success and he actively managed their account balance at the Federal Reserve. Daniel enjoyed providing key financial reports and cost analysis projects for the executive team.

In 2016 Capstone Financial Group recruited Daniel as an associate. Daniel’s high ethical standards and strong financial background made him a perfect fit in the Capstone Team. He has a passion for helping others and has decided to utilize his education and professional experience to better the lives of his clients.

LinkedIn: linkedin.com/in/danielshelly

 

CA Lic. 0L37475

Phone (916) 467-8850
Fax (916) 817-8863
Mobile Phone (916) 765-5415
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck