Shawn McCutchan
CMFC™, CRPC™, CFP®
Here to act in your best interests
About me
As a financial planner since 2008, I’m 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’m also their biggest fan.
Certifications
Chartered Mutual Fund Counselorâ„¢
Chartered Retirement Planning Counselorâ„¢
CERTIFIED FINANCIAL PLANNERâ„¢
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
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Certain services provided on an educational and guidance basis only.
