Shawn
McCutchan

CMFC™, CRPC™, CFP®

Request an appointment
Shawn McCutchan

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, Lee University

Master of Business Administration, Keller Graduate School of Management

Request an Appointment

Visit one of our Locations

Charlotte

13860 Ballantyne Corporate Place
Suite 160
Charlotte, NC 28277

Explore location

Charlotte - Perimeter Woods (Appt Only)

10130 Perimeter Parkway
Suite 200
Charlotte, NC 28216

Explore location

Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning