Shaun Cavanagh CFP® CIMA®

Shaun Cavanagh is a Wealth Management Advisor here at Wambolt & Associates, he specializes in financial planning, tax & estate strategy, and investment management for his clients. Shaun started in the industry with Charles Schwab where he spent the first eight years of his career, most recently working as a Financial Consultant in their Chicago office.

For Shaun, wealth management is the perfect intersection of his interests: strategic thinking and advocating for his clients. Wambolt & Associates provides the ideal environment in which he can apply his financial acumen to help families achieve their goals. Wambolt’s white glove & transparent approach to client service is one of the many attributes that incentivized Shaun to join the firm in 2023.

Shaun is a graduate of the University of Michigan and holds both his Certified Financial Planner (CFP®) & Certified Investment Manager Analyst (CIMA®) designations, as well as a Series 66 investment license.

In his free time, you’ll find Shaun at the golf course, in the mountains, or relaxing at home with his wife and dog. Colorado is home, Shaun grew up in the Denver area where most of his friends and family live today.”