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Shawn

McCutchan

CMFC鈩, CRPC鈩, CFP庐

picture of a planner

Here to act in your best interests

About me

As a financial planner since 2008, I鈥檓 at my best when collaborating with my clients to help them plan for a strong and fulfilling financial future. Outside of work, I keep active with my children going skiing, playing soccer, golfing, and best of all, coaching them in their favorite sports. I may be their coach, but I鈥檓 also their biggest fan.

Certifications

Chartered Mutual Fund Counselor鈩

Chartered Retirement Planning Counselor鈩

CERTIFIED FINANCIAL PLANNER鈩

Education

Bachelor of Science, Biology - Lee University

Master of Business Administration - Keller Graduate School of Management

Visit one of our Locations

Charlotte

13860 Ballantyne Corporate Place

Suite 160

Charlotte, NC 28277

Working with Us

The further you go in your financial life, the more complex it becomes. That鈥檚 why you need a partner who can help you plot a course. Whether you鈥檙e accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Certain services provided on an educational and guidance basis only.

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