Shepherd Wealth & Retirement is a privately held wealth management firm that is independent of corporate influence and is objective in providing customized solutions to help protect and grow their clients’ wealth.
How Can We Help You?
What we do is what we believe, and what we believe is every business owner and successful family can benefit from an experienced guide to simplify the complexity of growing and keeping their wealth. We also believe that guide should help them access and build a team of the some of the best professionals that meet their specific needs.
Investment Planning
Retirement Planning
Income Tax Planning
Risk Management
and Insurance
Cash Flow and Budget
Assistance to Loved Ones
Estate and Charitable Giving Planning
About Shepherd Wealth & Retirement
Shepherd Wealth & Retirement is a wealth management firm led by a father and son team, Dave Shepherd, ChFC, CFP® and David W. Shepherd, Jr. CFP® based in Tucson, Arizona.
Dave Shepherd
ChFC, CFP®
David W. Shepherd Jr.
CFP®
Darlene Keegan
Sherry Miller
Dave Shepherd
ChFC, CFP®
David W. Shepherd Jr.
CFP®
Darlene Keegan
Sherry Miller
Awards and Accreditation
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
A Chartered Financial Consultant® (ChFC®) is a financial professional who meets the requirements established by The American College. These include completing a specified
program of study, and meeting minimum experience requirements and specific ethical standards.
Dave and David have received the Women's Choice Award® for Financial Advisors*, the premier recognition award for advisors who provide quality service to clients who are women. For more information please visit Women's Choice Award
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