Shawn Shubat, ChFC®
Attaining financial security is a marathon, not a sprint; that is why planning and preparation is essential for success. Shawn Shubat understands this concept and brings a balanced approach to helping his clients prepare for their financial goals.
Shawn Shubat, Investment Representative at Empeople Investment & Retirement Services, brings nearly 30 years of financial services experience to his clients, including the past 14 years with Waddell & Reed where he focused on customized financial planning. Shawn earned his ChFC® (Chartered Financial Consultant®) designation from American College of Financial Services in 2003.
Shawn takes pride in his attention to detail, consistent follow through and his commitment to helping clients. He takes time to understand each of your needs and aspirations and uses them to create a comprehensive financial plan that addresses retirement income, investment management, estate planning, and any other financial concerns you may have. He makes it a priority to monitor your investments and overall plan objectives.
When not at work, you’ll find Shawn spending time with his wife Mary, their four children and their grandson Braxton. Together they enjoy watching football, playing golf, bike riding, doing crossword and jigsaw puzzles. Shawn also finds time to give back to his community volunteering his time assembling tricycles for children with special needs.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Attaining financial security is a marathon, not a sprint; that is why planning and preparation is essential for success. Shawn Shubat understands this concept and brings a balanced approach to helping his clients prepare for their financial goals.
Shawn Shubat, Investment Representative at Empeople Investment & Retirement Services, brings nearly 30 years of financial services experience to his clients, including the past 14 years with Waddell & Reed where he focused on customized financial planning. Shawn earned his ChFC® (Chartered Financial Consultant®) designation from American College of Financial Services in 2003.
Shawn takes pride in his attention to detail, consistent follow through and his commitment to helping clients. He takes time to understand each of your needs and aspirations and uses them to create a comprehensive financial plan that addresses retirement income, investment management, estate planning, and any other financial concerns you may have. He makes it a priority to monitor your investments and overall plan objectives.
When not at work, you’ll find Shawn spending time with his wife Mary, their four children and their grandson Braxton. Together they enjoy watching football, playing golf, bike riding, doing crossword and jigsaw puzzles. Shawn also finds time to give back to his community volunteering his time assembling tricycles for children with special needs.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.