Shaun Cavanagh Email & Phone Number
Partner, Wealth Advisor @ Carson Wealth
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Shaun Cavanagh Location
- Littleton, CO, US
Shaun Cavanagh Work
- Partner, Wealth Advisor @ (June 2025 - Present)
- Wealth Management Advisor @ (January 2023 - June 2025)
- VP - Financial Consultant at Charles Schwab @ (May 2018 - January 2023)
- Associate Financial Consultant @ (January 2017 - May 2018)
- Financial Consultant Academy @ (July 2015 - January 2017)
- Tax and Investment @ (May 2013 - September 2014)
Shaun Cavanagh Education
- University of Michigan
Bachelor's degree (Economics)
2011-2015 - University of Cape Town
(Economics)
2014-2014
Shaun Cavanagh Skills
- Financial Planning
- Investment Management
- Portfolio Risk Management
- Retirement Planning
- Leadership
- Social Media
- Teamwork
- 401K Rollovers
- Investments
- Asset Allocation
Shaun Cavanagh Summary
- Shaun Cavanagh, based in Littleton, CO, US, is currently a Partner, Wealth Advisor at Carson Wealth. Shaun Cavanagh brings experience from previous roles at Wambolt & Associates and Charles Schwab. Shaun Cavanagh holds a 2011 - 2015 Bachelor's degree in Economics @ University of Michigan. With a robust skill set that includes Financial Planning, Investment Management, Portfolio Risk Management, Retirement Planning, Leadership and more. Shaun Cavanagh has 3 emails and 1 mobile phone numbers on RocketReach.
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