Shane Msfs Email & Phone Number
Founder and Wealth Advisor
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Shane Msfs Location
- Escondido, CA, US
Shane Msfs Work
- 2024 -now Founder and Wealth Advisor @ HarvestWise Wealth Planning
- 2013 -2024 Financial Advisor @ HarvestWise Wealth Planning, A financial advisory practice of Ameriprise Financi
- 2011 -2013 Financial Advisor @
- 2009 -2011 Team Lead - Investment Product Consultant @
- 2007 -2009 Retirement Consultant @
- 2007 -2007 Management Trainee @
- 2007 -2007 Financial Representative @ Northwestern Mutual Financial Network
Shane Msfs Education
- American College
Masters (Finance)
2011-2014 - College for Financial Planning 2011-2011
- Point Loma Nazarene University
Bachelor of Arts (Business Administration)
2005-2007 - Saint John's University
(Criminal Justice, Business)
2002-2005
Shane Msfs Skills
- Alternative Investments
- Estate Planning
- Planning
- Fixed Annuities
- Insurance
- Retirement Planning
- Portfolio Management
- IRAs
- Investments
- Mortgage Lending
- Variable Annuities
- Finance
- 401k
- Series 66
- Asset Allocation
- Financial Services
- Asset Managment
- Wealth Management
- Charitable Gift Planning
- Mutual Funds
- Simple IRA
- Uniform Combined State Law
- Strategic Financial Planning
- SEP IRA
- Asset Management
- Small Business
- 401k Rollovers
- Professional Sports
- Retirement
- Services
- Series 7
- 403b
- Securities
- Investment Management
Shane Msfs Summary
- Shane Msfs, based in Escondido, CA, US, is currently a Founder and Wealth Advisor at HarvestWise Wealth Planning. Shane Msfs brings experience from previous roles at HarvestWise Wealth Planning, A financial advisory practice of Ameriprise Financi, Merrill Lynch and LPL Financial. Shane Msfs holds a 2011 - 2014 Masters in Finance @ American College. With a robust skill set that includes Alternative Investments, Estate Planning, Planning, Fixed Annuities, Insurance and more. Shane Msfs has 3 emails and 2 mobile phone numbers on RocketReach.
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