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Our financial advice team


Shawn Buchanan

Shawn Buchanan

CFP®, ChFC®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
MavenCross Wealth Advisors
23
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.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Investment Management
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Insurance

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.

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
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