Shaun Jones, CFP®, CFS

Our Mission

Financial Life Plans for today with a clear vision for tomorrow.

Expertise

Shaun M. Jones, CFP®, CFS, Associate Partner – Wealth Management at Diamond State Financial Group specializes in helping his clients overcome the financial challenges unique to their respective life circumstances by learning about you, your family, your goals and what you envision your retirement to be.

Shaun provides objective customized solutions to assist you in reaching your financial goals. He offers a comprehensive line of products and services as well as diverse financial expertise and responsive service. From asset protection, tax strategies and estate planning to wealth transfer, Social Security Maximization and business strategies, he is committed to helping you accomplish your long-term retirement goals.

Deciding when to begin collecting Social Security benefits could be one of the most important retirement-income decisions you will make, so having a wealth management advisor with Shaun’s expertise and knowledge to help you in weighing your options is important.

For the last fifteen years Shaun has worked closely with executives, physicians, attorneys, business owners, pre-retirees and retirees helping them make wise and sometimes hard choices that come with securing a healthy retirement.

Shaun earned his Bachelor’s in Finance from the University of Delaware and he has done extensive research on tax strategies and the history of taxation in the U.S.  Shaun is a Registered Representative and Investment Advisor Representative – Securian Financial Services, Inc.

Personal

Shaun is Founder and Chairman of the Walt Jones Memorial Project in Sussex County. He enjoys outdoor activities and golf with his wife, Kristen, and has recently become a novice Astronomer.