Shana Despres, CFP®, ChFC®, CASL®, Certified Financial Planner® Professional

Shana is a Certified Financial Planner® Professional. She partners with accomplished and driven individuals, families, professionals, and business owners to deliver structured financial security, ensuring their financial strategies align seamlessly with their personal and professional objectives.

She takes the time to fully understand her clients and uses honest, straightforward explanations to help them put what they’ve worked hard for to work for them. Shana specializes in financial position analysis, protection planning, investment planning, retirement planning, tax planning and estate planning. With more than 30 years of experience, she leverages her extensive expertise to help clients achieve their defined objectives, striving to serve as a trusted, lifelong resource for each client.

Shana received a bachelor’s degree at the University of Michigan in 1992 and holds the designations of Chartered Financial Consultant® and Chartered Advisor in Senior Living® and is a Certified Financial Planner® Professional.  She holds FINRA Series 7, 63, and 65 Registrations and is Life, Accident, and Health licensed.

Shana has lived in Phoenix for over 30 years. She has been married to her husband Craig for over 33 years, and they have three children. When away from work, Shana enjoys running, reading, hiking, and spending time with family and friends.

 

Education

University of Michigan (1988-1992)

Hobbies

Running, hiking, camping, reading