Financial Planner and Dave Ramsey-endorsed provider for over a decade, Shawn is dedicated to providing the most ethical and effective financial solutions to clients working toward retirement, college planning, estate planning, and embracing a debt free lifestyle. He will create a plan that can be understood and easy to follow.
Boston College, Chestnut Hill, MA
Bachelor of Science in Business Administration
Registered Representative who currently holds Series 7, Series 31, Series 66, and Life, Accident & Health licenses
Has been with Sgroi Financial since 2003
Assistant Contact Information
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Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.
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