FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.
Email: sjacobson@lfamn.com
Shawn is a principal with Legacy Financial Advisors. He has been with Legacy since January 2002 and specializes in financial planning and investment management.
Shawn has been in the financial services industry since 1991, working with individual and institutional clients as well as some of the top advisors in the country. He has worked for ING and Prudential Securities, focusing on estate planning and advanced life insurance planning. Prior to this, Shawn was with a Minneapolis based money manager, Investment Advisors Inc. (IAI) where he marketed the IAI investment funds to fee-based planners and institutional clients. Shawn has been quoted in the Star Tribune, Pioneer Press, USA Today and seen on KSTP and WCCO television.
He is a CERTIFIED FINANCIAL PLANNER practitioner and Chartered Financial Consultant. Shawn received his Bachelor’s degree from Northwestern College and completed his MBA at the University of St. Thomas.
Shawn believes in giving back to his community and his profession through volunteer activities. He is a very active member of the Financial Planning Association, serving on a local and national level. He was honored to have been elected to lead the local organization in 2008.
Shawn lives in St Louis Park with his wife Jennifer and his two daughters.