Shauntae Funkhouser
Investment Advisor Representative @A4 Wealth Advisors, Llc
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WORK HISTORY
Investment Advisor Representative @A4 Wealth Advisors, Llc
US
Investment Advisor Representative - Certified Personal Retirement Specialist - Certified Divorce Financial Analyst. CRD #75•••28We provide personalized financial plans and investment strategies designed to align with each client’s unique needs and retirement goals. Our signature Priceless Retirement Plan incorporates all five key areas of income planning, investment planning, healthcare and long-term care, legacy planning, and taxes to create a comprehensive roadmap for financial security. With a focus on long-term success, we help clients confidently navigate their financial future and achieve a fulfilling and priceless retirement.
EDUCATION
Institute for Divorce Financial Analysts
CDFA
WMC School of Radiologic Technology
Certificate, Registered Radiograher 4.0 GPA
University of Georgia - Terry College of Business
CPRS™ , Certified Personal Retirement Specialist™
The American College of Financial Services
Master's degree, Financial Planning and Services
Siena Heights University
Bachelor of Applied Science (BASc), Health/Health Care Administration/Management
ABOUT SHAUNTAE FUNKHOUSER
Do you need a financial checkup? You\'ve come to the right place. I specialize in ensuring my clients financial health is on the right track. Crafting tailored strategies for each client\'s unique needs is my forte. From robust retirement plans to wealth growth, I\'m here to ensure your financial well-being.With experience and ongoing education, I simplify complex concepts, empowering each client to make informed choices.Ready to secure your future? Let\'s connect for a thriving retirement.#CertifiedRetirementSpecialist #FinancialHealth #TailoredPlanning #Investing #Retirement
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