Shawn Wooden
Financial Advisor Vice President Partner @Associated Financial & Investor Services
Fort Lauderdale, FL, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jan 2020 — Present
Financial Advisor Vice President Partner @Associated Financial & Investor Services
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SKILLS
Iras (Traditional & Roth)Financial Needs AnalysisWealth Accumulation StrategiesTax-Deferred SavingsExecutive Benefit StrategiesBusiness ContinuationKey Person InsuranceEstate PlanningEstate Planning StrategiesInformal Business ValuationIncome ProtectionBusiness Continuation Strategies401(K), 403(B), Sep & Simple IrasCollege FundingSupplemental Retirement IncomeBuy-Sell ReviewCharitable GivingCollege Funding Strategies
ABOUT SHAWN WOODEN
With a deep commitment to financial empowerment, I specialize in helping clients define…
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