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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®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
MavenCross Wealth Advisors
24
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
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Social Security Retirement Benefits
  • Tax Planning Strategies

Interests

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

Awards & recognition

  • MavenCross Wealth Advisors, Ameriprise Client Experience Award, 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 7 and Series 63
  • Life and Health Insurance License

Education

  • Bachelor of Science, International Marketing - The University of Alabama