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Our financial advice team


Shawn Thomson

Shawn Thomson

CFP®

Private Wealth Advisor

Managing Partner of
Point Forward Wealth Advisors
22
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
  • Women's Financial Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Investments
  • Saving for Education
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Charitable Giving

Interests

My interests include basketball, running, and cycling. I also enjoy spending time with my wife, and kids as they all continue to broaden my perspectives. Finally, I enjoy finding new local restaurants.

Awards & recognition

  • Ameriprise Circle of Success, 2012-2014 and 2016-2020

Qualifications

  • Certified Financial Planner, CFP®

Education

  • BA, Finance, Pacific University, Forest Grove, OR

Professional associations

  • Financial Planning Association

Community participation

    Our office is proud to volunteer annually at our local food bank in the Portland Metro area. We have also recently partnered with Rose Haven Day Center for Women and Children to help provide support as they serve some of the most vulnerable in our community.