Shaun Jones, CFP®, CFS

Our Mission

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

Expertise

Shaun M. Jones has advised clients on all aspects of investment strategy, portfolio risk, and wealth management for almost two decades.  His clients have included affluent individuals and families mostly from the legal, medical, and executive fields.  A contributing author to the book Real Life Financial Planning for Physicians, Shaun has been awarded several copyrights related to his research in the field of personal wealth management and has contributed to articles in major financial outlets like CNBC online.

As the son of an engineer, Shaun picked up a need for numbers, and especially a hankering for using his own calculations to disprove widely accepted concepts.  He has nurtured that desire throughout his career, even conducting his own research related to viewing taxation as an investment expense ratio.  Shaun has been awarded several copyrights related to his research including The Life-Cycle of Taxation^©, and Asset Location Strategy B^©.

Shaun earned his Bachelor’s in Finance from the University of Delaware.  He has conducted 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 golf and spearfishing, and golf with his wife, Kristen, and children Noah & Lucia. 

Financial Professionals do not provide specific tax/legal advice.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.