Shawn Perona, CFP®, WMCP®, CRPC®

Shawn began his career in the financial services industry in 2014 and graduated with a B.S. in Finance from the University of Arizona. He holds the Series 7 and 66 registrations, along with the Certified Financial Planner® (CFP®), Chartered Retirement Planning Counselor® (CRPC®), and Wealth Management Certified Professional® (WMCP®) designations. Drawn to the profession by a genuine desire to help others, Shawn leads with empathy to support clients through all facets of life. He prioritizes transparency and clear communication, passionate about helping clients truly understand what their money can do for them and providing confidence. 

In his personal life, Shawn is a Phoenix native and a proud father to his son, Michael. He grew up playing ice hockey competitively for 12 years and continues to maintain an active lifestyle through getting outdoors, biking, football, golf, and pickleball.