At SABRE Financial Services, Shawn leads and oversees the Wealth Management division. Shawn has 25 years of experience in the financial services industry and has, a BS in Finance from CSUN, and his FINRA Series 6, 7, 63, and 66 securities licenses. Shawn brings extensive portfolio management experience to drive SABRE’s Investment platform. Some of his vital responsibilities are to design and implement a working investment process for the firm. In addition, Shawn makes decisions about the asset management strategies used for investment purposes, responsible for day-to-day decisions about what levels of assets should be allocated to different investment vehicles and performs and supervises investment analysis for the firm.
As a Financial Advisor, he is committed to providing clients with the top-notch service and attention that they expect and deserve. This includes getting to know and understanding their interests, goals, and concerns before drawing up an investment plan or recommending specific products and/or services. “I will work closely with you to see where you are now and where you want to be in five, ten, or 20 years, and all the years in between.”
He can’t imagine doing anything else (but if he had to answer, he would be a studio guitarist!). Music has been a special part of his life from a very young age.
Outside of the office, Shawn loves playing guitar and spending time with his family. He is also a youth baseball and football coach and is active in his church.