Experienced, Dedicated, Focused
You are at the center of everything we do.
Shawn Mueller, CRPC™
Financial Planner
Shawn’s mission is to help provide every client with targeted, comprehensive financial advice and portfolio management strategies that are delivered with the highest level of personal service and professional integrity.
Shawn’s planning philosophy is simple: “I am committed to helping you develop retirement plans and investment strategies that line up with your needs, goals and risk tolerance. Such planning is not a single event; it is a process. As your life circumstances change, so must the strategies we use to help you stay on course toward meeting your objectives.”
After receiving a bachelor’s degree from Oakland University, Shawn continued his education by earning a Master of Business Administration from Texas A&M University-Commerce. He went on to earn a Chartered Retirement Planning Counselor ™ (CRPC™) professional designation from the College for Financial Planning. Shawn is currently an investment adviser representative in the State of Michigan and holds insurance licenses in several states..
Shawn spends his free time with his wife, Lauren, and their young son and daughter. He enjoys staying active both mentally and physically, whether it’s running, golfing, or learning the disciplines of martial arts.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.