Shawn Ballinger Email & Phone Number
Founder | Wealth Advisor @ Columbus Street Wealth Management
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Shawn Ballinger Location
- Dublin, OH, US
Shawn Ballinger Work
- 2019 -now Founder | Wealth Advisor @
- 2012 -2019 Wealth Manager @ Budros, Ruhlin & Roe, Inc.
- 2012 -2013 Chapter President @
- 2005 -2012 Senior Planner @
- 2004 -2005 Client Service Associate @
Shawn Ballinger Education
- Franklin University
BS (Finance)
2002-2005
Shawn Ballinger Skills
- Financial Planning
- Wealth Management
- Investment Advisory
- Retirement Planning
- Estate Planning
- Asset Management
- Insurance Planning
- College Education Planning
- College Savings Plans
- College Funds
- Portfolio Management
- Fee-Only
- Fiduciary
- Independent Firm
- Financial Analysis
- Financial Markets
- Collaborative Problem Solving
Shawn Ballinger Summary
- Shawn Ballinger, based in Dublin, OH, US, is currently a Founder | Wealth Advisor at Columbus Street Wealth Management. Shawn Ballinger brings experience from previous roles at Budros, Ruhlin & Roe, Inc., Financial Planning Association of Central Ohio, Waller Financial Planning Group, Inc. and Nationwide Financial. Shawn Ballinger holds a 2002 - 2005 BS in Finance @ Franklin University. With a robust skill set that includes Financial Planning, Wealth Management, Investment Advisory, Retirement Planning, Estate Planning and more. Shawn Ballinger has 2 emails and 2 mobile phone numbers on RocketReach.
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