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Shawna Theriault (CDFA, CFP®, CPA, MBA)

Shawna Theriault focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Divorce Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Insurance Related Issues

Planning Specialties

Shawna has 29 years of financial industry experience and over 23 years of working for several large, independent RIA firms. She has served thousands of families, individuals, and business owners with their unique tax, financial, and estate planning needs. Her role within Wiser Wealth Management involves working with clients to formulate planning goals, develop and implement wealth management strategies, and monitor clients’ progress in working towards their financial and investment goals.

Shawna earned a Bachelor of Science in Accounting and a Master of Business Administration from Western Governors University. Shawna is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ certification and a Certified Divorce Financial Analyst® professional.

Additional Information

Shawna resides in the Atlanta area with her husband, three daughters and their family dog. She enjoys health/wellness, traveling and supporting the girls in their studies and numerous cheerleading teams. She is passionate about health, wellness, and personal growth, believing that the same consistency and mindset that sustain financial success also drive a strong, healthy life.

NAPFA Start Date

August 01, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

125 Church St NE Ste 220 Marietta, GA 30060-1948 Phone: (678) 905-4450
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