Shawn

McCutchan

CMFC™, CRPC™, CFP®

picture of a planner

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 Counselor™

Chartered Retirement Planning Counselor™

CERTIFIED FINANCIAL PLANNER™

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

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