For Shaun Cavanagh, wealth management advising is a perfect intersection of his interests: analyzing the markets and advocating for clients. Wambolt & Associates is the ideal environment in which he can apply his financial acumen to help families achieve their financial goals.
Cavanagh brings an impressive set of credentials to his role at Wambolt having earned his Certified Financial Planner and Certified Investment Manager Analyst designations. He also has the Series 66 and Series 7 securities and investment licenses to his credit.
The University of Michigan graduate previously gained valuable experience working for a wealth management firm in Chicago where he focused on financial planning, investment management, and tax and estate planning for high-net-worth families and small business owners.
Wambolt’s white glove approach to client service is one of the many attributes that attracted Cavanagh who describes working for an independent advisory firm as a “breath of fresh air.” He especially welcomes the opportunity to craft more customized plans for clients, and to build long-term relationships.
Having an office based in Colorado is a huge bonus for Cavanagh who enjoys spending time with his nearby family and heading to the mountains for snowboarding and camping. His other true passion is playing golf and honing the skills learned on his high school golf team.