Shelby / Fields Wealth Management has been serving the wealth management needs of affluent clients with a combined experience of more than 70 years. Having managed our client's futures through multiple recessions and numerous market corrections we believe the most successful wealth management strategies encompass all aspects of your life and are tailored, specifically for you. We seek to establish deep and valued relationships with our clients to truly learn what their needs and aspirations are. In doing so, we provide the highest level of personalized service.
The typical client family served is successful in their own right and requires the conservative investment disciplines that our team's framework addresses. Our focus on financial and wealth planning targets the complex issues concerning risk management, estate coordination, tax efficiency and legacy plans. We also serve a select group of institutional and corporate clients in the areas of investment and cash management, retirement plan consulting and executive compensation.
Kirk Matthew Shelby, CIMA®
Kirk Shelby holds a CIMA® certification, an education credential from the University of Pennsylvania, Wharton School of Finance. Kirk works with individuals, business owners, institutions and endowments. Kirk earned a B.S. in Business & Management from the University of Redlands. He holds Series 7 and 63 licenses as well as insurance licenses for life, health, variable annuities and long term care. Kirk volunteers his time as a Scoutmaster with the Boy Scouts of America serving on the boards of Redlands Christian School and Arrowhead Christian Academy.
AK, AZ, CA, CO, CT, DC, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VI, WA, WI, WY
Jerry Fields, CRPC®, CRPS®
Jerry is responsible for meeting with investment managers, making investment recommendations, and monitoring client accounts. Jerry earned a B.S. in Business Administration from California State Polytechnic, Pomona as well as a Certificate in Personal Financial Planning from University of California, Riverside and is a Chartered Retirement Planning Counselor CRPC® and a Chartered Retirement Plans Specialist CRPS® . He holds Series 7, 63 and 65 licenses as well as insurance licenses for life, health, variable annuities and long term care. Jerry volunteers his time with various charitable organizations in the community.
AK, AZ, CA, CO, CT, DC, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VI, WA, WI, WY
Erin supports Shelby / Fields Wealth Management in developing various wealth management plans and strategies that are tailored to fit the client's goals. She is a key component by focusing on relationship management and overall productivity of the team. Erin earned a B.A. in Communications from California State University San Bernardino. She holds Series 7, 9, 10, and 66 licenses as well as insurance licenses for life, health, variable annuities and long term care. Erin enjoys fitness, wakeboarding, golfing, and spending time with her family.
AK, AZ, CA, CO, CT, DC, GA, HI, ID, IL, IN, KS, MA, ME, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VI, VT, WA, WI, WY
Maritza joined UBS Financial Services in 2014. She handles all adminstrative and day-to-day operations with efficency, personal care and first-class service. With a strong professional background in client-focused administrative support, Maritza recognizes that establishing deep personal relationships with both colleagues and clients alike, is the core of a successful financial advisory practice. She aims to obtain her Series 7 & 66 Licenses by year end. Maritza is fluent in Spanish and is a Southern California native where she resides with her family. In her free time she enjoys volunteering at her children's school, traveling, and baking endless amounts of muffins for her four beautiful girls.