Shawn Landis, CFP®

Senior Financial Advisor

Professional Designations
  • Licensed Securities Broker with FINRA
  • Fully Licensed California Life Agent

Shawn joined HCR in 2014 and has been in the financial services industry since 2007. Shawn’s area of expertise is focusing on comprehensive wealth management, analyzing business challenges and building infrastructures. He has substantial experience in providing tax and financial planning strategies, business consulting and investment advisory services for high net worth individuals.


Prior to joining HCR, Shawn worked at Ameriprise Financial with a focus on comprehensive financial planning.


Shawn graduated from Boston University with a degree in Communications.

I want all the things money can’t buy

Important Career Moment

Earning the CFP®

Awards & Causes

Pediatric Cancer Foundation

Arts & Entertainment

Podcasts: In Our Time, The Daily, Second Captains
Books: Michelangelo and the Pope’s Ceiling
Movies: The Godfather & Rushmore
Shows: Game of Thrones & Veep

Life Moments

Traveling, eating, watching soccer, spending time with family and friends

Start Your Plan

We are excited to connect with you. Please fill out the form to get in touch with us.

We are committed to fostering a diverse and inclusive atmosphere to promote cultural sensitivity where we live and work. Click here to read our Diversity & Inclusion statement and Core Values.