Financial Planner and Dave Ramsey-endorsed provider for over a decade, Shawn provides ethical and effective financial solutions to clients working towards retirement, college planning, estate planning, and embracing a debt-free lifestyle. He creates plans that are understandable and easy to follow.
Boston College – Chestnut Hill, MA
Currently holds the following licenses:
• Series 7
• Series 31
• Series 66
• Life, Accident, and Health Insurance
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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