Nicholas A. Shelton
Planning, and Technology
Nicholas Shelton is the Director of Investments, Planning and Technology at Roundview Capital and a CERTIFIED FINANCIAL PLANNER™ professional. His focuses are investment research and working closely with clients, assisting them throughout the key stages of their financial lives. Nick has expertise in the use of investment technology and is passionate about researching and leveraging cutting edge financial tools and advancements.
Nick graduated with honors from the University of Michigan with a BA in both Economics and History. He has prior experience in research and consulting in the medical, government contracting, and consumer packaged goods industries.
Nick is originally from Bakersfield, CA. In his free time, he enjoys playing tennis, reading and cheering on the Oakland Raiders.