John Shannahan CFP

Financial Planner

John is a Certified Financial Planner and a licensed life, disability and Long Term Care insurance agent with authorization for variable products.  He holds a FINRA Series 7 (General Securities Representative) and is a Registered Representative with Kestra Investment Services, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC, providing financial planning, investment advice and brokerage services.

John specializes in working with affluent investors providing professional guidance in the critical areas of Financial Planning and Investment Management.  He utilizes a disciplined process that identifies your unique needs and challenges then creates and implements a personalized plan to meet them.  “Clarity of Purpose and a Commitment to Action” are what he strives to attain for you and your family.

John has been working in the financial services industry since 1970.  He began his financial planning practice in January 1987. He has offices in Wickenburg, Arizona* and Encino, California.  John lives in Wickenburg, Arizona with his wife Jeane.


*John's Registered Branch location.

Phone 760.777.4601
Fax 818.609.0185