Brandon J. Shaw
Senior Partner @Herzog Kistner Shaw Financial Partners
Peoria, IL, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2017 — Present
Senior Partner @Herzog Kistner Shaw Financial Partners
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I provide a broad portfolio of individual life, disability income and long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. Disclosure:
EDUCATION
2014 — 2015
Stockton University
CFP Program
2018 — 2019
University of Chicago Booth School of Business Executive Education
CPWA Program
2018 — 2018
The American College of Financial Services
CFBS Program
2007 — 2010
Indiana University of Pennsylvania
B.S. Finance, B.A. Economics, A.A. Accounting
SKILLS
Financial ServicesFixed AnnuitiesWealth Management ServicesPortfolio ManagementStrategic Financial PlanningRetirement Income StrategiesRetirementSeries 7Saving for EducationCertified Financial PlannerFinanceDisability InsuranceSeries 66Wealth PreservationStrategyRetirement Plan DistributionUniform Combined State LawCharitable Giving StrategiesWealth Management
ABOUT BRANDON J. SHAW
Preparing for the next step in life isn’t always easy. My combination of experience…
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