Daniel Shelly*

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.

CA Insurance License # 0L37475