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.