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Shauna S.
Planning Assistant @Ace Financial
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WORK HISTORY
Planning Assistant @Ace Financial
Troy, MI, US
Troy, Michigan, United States
EDUCATION
Oakland University
Bachelor's degree
ABOUT SHAUNA S.
Ace Financial is a team of dedicated and qualified professionals who provide comprehensive and personalized financial planning services to our clients. As the founder and CEO, I lead the team and oversee the solutions for retirement planning, tax-efficient wealth building, education funding, estate planning, and business planning. We help our clients achieve their financial goals and security by applying our expertise and experience in tax efficiency, risk management, and investment strategies.
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