Shawn Fodge, CFP®

Financial Advisor

Shawn Fodge is a CERTIFIED FINANCIAL PLANNER™ professional specializing in holistic financial planning. Shawn’s broad-based experience includes more than a decade of direct client interaction and extensive planning for high net worth individuals. He is experienced in Money Guide Pro financial planning software; retirement plan administration and participant administration; and CRUT, CRAT, foundations, grantor, and irrevocable trusts.