Shaun Cavanagh Email & Phone Number
Partner, Wealth Advisor @ Carson Wealth
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Shaun Cavanagh Location
- Littleton, CO, US
Shaun Cavanagh Work
- 2025 -now Partner, Wealth Advisor @
- 2023 -2025 Wealth Management Advisor @
- 2018 -2023 VP - Financial Consultant at Charles Schwab @
- 2017 -2018 Associate Financial Consultant @
- 2015 -2017 Financial Consultant Academy @
- 2013 -2014 Tax and Investment @
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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