Shawn Best

Shawn A. Best, M.S., CFP®

SENIOR WEALTH MANAGER

As a CERTIFIED FINANCIAL PLANNER™ professional, Shawn Best is proficient in all areas of financial planning subject matter. Those particular areas range from retirement planning, estate planning, education planning, tax planning, investment management, risk management and insurance planning. With over ten years in the wealth management and banking industry, Shawn utilizes his knowledge to work collaboratively with individuals, families, business owners and non-profit organizations. Shawn’s passion for finance is centered around helping people of all walks of life attain financial wellness and comfort.

Native to Arizona, Shawn graduated from the University of Arizona where he earned his undergraduate degree. While attending the University of Arizona he played football and was an All American shot putter on the track and field team. In an effort to further his knowledge in the fields of financial planning and investment management, Shawn completed a his Master of Science in Finance degree with an emphasis in personal financial planning from Kansas State University.

In his free time, Shawn enjoys spending time with his amazing wife Jessica and their two boys, Christian and Cameron. He is also a passionate sports fan and loves collegiate athletics in particular. He enjoys giving his time to a number of charities and is a dedicated member of his local Tucson community.