- Certified Financial Planner (CFP®)
- 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
Traveling, eating, watching soccer, spending time with family and friends