Shawn O. Higley
Owner / Advisor
An experienced wealth management executive who has served 29 years as a leader and wealth advisor in the largest financial services firms in the U.S.
CERTIFICATIONS:
* CRPC - Chartered Retirement Counselor
* CPFA - Certified Plan Fiduciary Advisor
* CTFA - Certified Trust Estate Advisor
* NQPA - Nonqualified Plan Advisor
* AIF® - Accredited Investment Fiduciary
EDUCATION:
* College of Financial Planning
* Cannon Financial Institute Levels I, II, III
* American College of Financial Services
* Investments and Wealth Institute - CIMC Program
* Russell Investment Advisor Institute
* Oregon State University - B.S. Business
* Oregon State University - B.S. Economics
* Pendleton High School - The Buckaroos
LICENSES:
* Securities Licenses: 6, 7, 9, 10, 63, 65
* Insurance Licenses:
- Life & Health
- Long Term Care
- Commercial Property & Casualty
- Personal Home, Auto & Liability
CAREER HIGHLIGHTS:
* Principal Financial Group, Northwest Retirement Consultant
* US Bank Private Client Group, Senior Vice President - US Sales
* Wells Fargo Wealth Management, Senior Vice President - Northwest Regional Director
PERSONAL:
I was born at the Salvation Army in NW Portland, adopted out of Waverly Children's Home in SE Portland and raised in Pendleton, Oregon. I attended Oregon State University and launch my career in San Francisco and later relocated back to Oregon and I thank God for all the gifts, struggles, endurance and guidance that He provides. God is Great!