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Our financial advice team


Shawn Buchanan, Financial Advisor serving the Birmingham, AL area - Ameriprise Advisors

Shawn Buchanan

CFP®, ChFC®, CRPC, APMA, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
MavenCross Wealth Advisors
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Investment Management
  • Military Financial Advisor
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CMFA® Certified Military Financial Advisor®
  • FINRA Series 7 License - General Securities Representative
  • FINRA Series 63 License - Uniform Securities Agent State Law
  • Life, Accident, and Health Insurance License

Education

  • B.S. International Marketing - The University of Alabama (Tuscaloosa, AL)

Awards & recognition

  • MavenCross Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Interests

  • My favorite thing to do is spend time with my wife (Annie) and our grandchildren.
  • I enjoy football, baseball, and soccer.
  • Having formerly managed a record store, I appreciate listening to various kinds of music.