Sheena Culp, CFP®
Sheena Culp is a Financial Advisor that joined Wagner, Loftin Investment Services in 2008. She is dedicated to serving clients so that they feel more comfortable about their financial future.
Sheena attended California State University, East Bay where she earned a Bachelor of Science degree in Business Administration with a concentration in Finance and Corporate Management in 2010.
Sheena has over 15 years in the financial services industry. She began working with Bank of the West in 2005. While working and attending college, she decided that she wanted to pursue a career as a Financial Advisor.
In her 12 years at Wagner Loftin Investment Services, Sheena has obtained her Series 6, 63, 7 and 66 securities registrations. She is also a licensed California Life, Disability, & Health agent. Sheena is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Sheena lives in Discovery Bay with her husband and two children.
CA Insurance License # 0H67890