Delta Community Retirement & Investment Services
Levi Sheffield
Client Relationship Manager
Levi Sheffield approaches financial planning differently. While he is deeply focused on the technical side of financial strategy, he is equally focused on the people behind the numbers, their habits, emotions and life experiences that shape every financial decision they make.
With a background in financial planning and advanced studies in behavioral finance and financial therapy, Levi brings a perspective that goes beyond traditional advising. He understands that money is rarely just about math. It’s about behavior, communication and sometimes unresolved tension or uncertainty. His approach helps individuals and couples get to the root of what’s driving their financial decisions, creating alignment and clarity that make planning more effective and sustainable.
Levi is intentional about creating space for people to talk openly, without fear of judgment. By truly listening, he helps members feel understood and supported, even when navigating complex or emotionally charged decisions. This foundation of trust allows him to offer guidance that feels realistic, personal and actionable. No matter the situation, Levi’s goal is to help people move forward with confidence, knowing their plan reflects both their financial reality and their real lives.
Connect with Levi on LinkedIn®
Education:
- Master of Science in Financial Planning, University of Georgia
- Bachelor of Science in Financial Planning, University of Georgia
Certifications | Licenses:
- FINRA® Series 7, 63 and 65
- Life Insurance License
LPL Financial
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.
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