Shawn Dewane
Registered Principal / Investment Management Consultant - Raymond James Financial Services
- Role
- Member Board of Directors at Mesa Water District
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Shawn Dewane
We provide specialized investment planning advice to institutions and individuals. Specifically we work with Risk Retention Groups, Government Agencies, Foundations and Endowments. As a consultant we help develop investment policy, provide asset allocation guidance, assist with investment manager search and selection, conduct research and due diligence and offer services and education for fiduciaries. For individuals we work with sophisticated tax and estate planning experts in Orange County to coordinate our investment planning, tax planning and estate planning issues. We seek to maximize the after tax efficiency of these activities for the purpose of wealth accumulation, wealth distribution and wealth transfer.
Experience
Member Board of Directors
Jan 2005 — Present
Clear, abundant, safe water is essential for the quality of life we have come to expect in Orange County. Since 1960, Mesa Water has been providing clean, safe, reliable drinking water at a reasonable cost to the people we serve.We strive to deliver high-quality drinking water to your tap, maintain a safe, reliable water infrastructure and system, and provide excellent service to ensure customer satisfaction.We supply water to residents in an 18-square-mile area. The service area includes Costa Mesa, parts of Newport Beach, and some unincorporated areas of Orange County, including John Wayne Airport.
Education
Pepperdine Graziadio Business School
MBA, Finance
1992 — 1994
Arizona State University
Bachelor of Science, Management
1984 — 1988
Skills
- Project Planning
- Strategic Planning
- Public Speaking
- Estate Planning
- Investment Management
- Inheritance Tax Planning
- Investments
- Personal Tax Planning
- Investment Advisory
- Estate Tax Planning
- Project Management
- Budget
- Budgets
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