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Shawn Jacques (CFP®, ChFC®)

Shawn Jacques focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

As a CERTIFIED FINANCIAL PLANNER™ certificant, Shawn has a thorough understanding of the complex issues that need to be addressed when preparing a comprehensive and strategic financial plan, and will seek to help clients through the planning process and achieve their financial goals. Shawn graduated from Western Illinois University in 2005, and received his MBA in Finance from the University of Iowa in 2009.

NAPFA Start Date

September 12, 2022

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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

500 Lake Cook Rd Ste 430 Deerfield, IL 60015-5268 Phone: (847) 945-2214 Fax: (847) 945-3214
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