Advice Built on experience
Shawn works with business owners, attorneys and other high net worth investors to deliver best-in-class financial planning and advice. As a Financial Advisor, Shawn has earned the coveted designations of Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). Prior to joining UBS Financial Services Inc., he was a partner at a prominent
A graduate of
Registered States:
AZ, CA, CO, CT, FL, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WI