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Our financial advice team


Shaun Spaid

Shaun Spaid

CFP®, MBA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Dreamscape Wealth Advisors
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 34 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies

Interests

  • Playing in charity golf tournaments
  • Attending live sporting events
  • Fishing
  • gardening
  • Traveling
  • Cycling
  • Spending time with my family

Awards & recognition

  • Ameriprise Circle of Success, 2008, 2011, 2012, 2014 - 2018

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC - Chartered Retirement Planning Counselor
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science, Pennsylvania State University, State College, PA
  • Master of Business Administration, Rollins College, Winter Park, FL
Newsletter

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Community participation

  • Penn State Alumni
  • Rollins College Alumni