President of Tax & Financial Advisors, Inc., Shannon is considered a trusted advisor at all points on the financial spectrum and is dedicated to providing superior service to all of our clients
Holds numerous securities registrations: Series 7, Series 65, and Series 24
Passed the CFP exam and ethics requirement on March 4, 2005, Certified Financial Planner Board of Standards, Inc. is a professional regulatory organization that fosters professional standards in personal financial planning so that the public values, has access to, and benefits from, competent and ethical financial planning. Compliance in four important areas, examination, experience, ethics and education assures CFP licensees are well prepared and qualified to give sound professional advice.
Shannon A. Shehorn, CFP®
Financial Planning Services
Advisory services offered through CL Wealth Management LLC [CLWM]
200 Vesey Street, 24th floor, New York, NY 10281, 888.992.2268
Tax & Financial Advisors, Inc. is not controlled by or a subsidiary of CLS or CLWM.