Affluent families throughout Northern California have come to rely on Shawn’s comprehensive knowledge, careful approach and attention to detail. He takes great pride in helping others plan to protect and maintain their wealth, so that they’re free to enjoy the life they deserve.
Through proven comprehensive wealth management strategies, Shawn helps his clients plan for the future.
It’s important to take the time to select a financial advisor who is competent and trustworthy. Investors need an experienced partner who can guide them through the intricacies of investing and financial planning.
Shawn Claycomb is a Certified Financial Planning™, Professional with more than a quarter century of experience. He holds an MBA in Finance and has taught graduate courses in Economics, Finance and Investments.
Managing wealth successfully requires a broad range of solutions. As an independent financial consultant, Shawn Claycomb has the freedom to offer non-biased financial advice that work best for each of his clients.
Put your finances in the care of an experienced professional that delivers superior service and investment advice. Call Shawn and schedule an appointment today.
Education:
CFP®, CERTIFIED FINANCIAL PLANNERTM professional, College of Financial Planning
MBA, Masters Business Administration, Finance, Golden Gate University, Instructor of
Graduate/Undergraduate courses in Finance, Investments and Economics
BS,Bachelors of Science, Finance; California State University Sacramento
Professional Background:
LPL Financial: LPL Branch Manager, CERTIFIED FINANCIAL PLANNERTM
A.G. Edwards & Sons: Vice President, Financial Advisor
Bank of America: Vice President, Financial Advisor, Branch Manager, Circle of Excellence Award
US Small Business Administration: Commercial Loan Officer, Outstanding Achievement Award, Congressional Recognition
United States Air Force: Accounting & Finance, Commendation Medal
About CFP®
The CFP® Board is a professional regulatory organization acting in the public interest by fostering professional standards in personal financial planning. The CFP® Board helps the public to identify financial planners who are committed to competent and ethical behavior when providing financial planning services. Individuals certified by CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four Es,” and they are four important reasons why the financial planning practitioner you select should display the CFP® or CERTIFIED FINANCIAL PLANNER™ certification marks.
