Shawn is a Certified Private Wealth Advisor® with nearly 20 years of experience, working at RBC Wealth Management, Morgan Stanley & UBS Financial Services. Shawn is also a professor at The Anderson School of Management at UCLA, teaching Personal Finance. Shawn is also an advisor to the Student Investment Fund at UCLA, helping elite students manage a portion of the UCLA Foundation.
- Master of Business Administration, Finance, UCLA Anderson School of Management
- Bachelor of Science, Cognitive Science, University of California, Los Angeles
- Certified Private Wealth Advisor®