Shane Carrier, Cfp®

Shane Carrier, Cfp® Email and Phone Number

Shane Carrier, Cfp®'s Location
Fort Myers, Florida, United States, United States
Shane Carrier, Cfp®'s Contact Details

Shane Carrier, Cfp® work email

Shane Carrier, Cfp® personal email

n/a
About Shane Carrier, Cfp®

Shane Carrier is a CERTIFIED FINANCIAL PLANNER® with a passion for helping clients achieve financial independence. Originally from Southern California, Shane brings a special perspective to his work, combining his expertise in finance with a background as a professional baseball player for the Minnesota Twins organization. Shane’s journey in the financial services industry began after graduating magna cum laude with a BBA degree from the Jones College of Business at Middle Tennessee State University. As a financial planner, Shane prioritizes building strong relationships with his clients, understanding their individual goals, and providing tailored financial solutions to meet their needs.With a focus on comprehensive financial planning, Shane guides his clients through the intricacies of investment strategies, retirement planning, estate planning, and risk management. His analytical skills and attention to detail ensure that every aspect of his clients’ financial well-being is carefully considered. Shane is deeply committed to his community, actively participating as a member of the Fort Myers Rotary Club, and serving as the Treasurer for Hope Clubhouse of Southwest Florida. Beyond his professional life, Shane finds joy in exploring the outdoors. Whether it’s relaxing at the beach, fishing in serene waters, or indulging in his culinary skills, he appreciates the balance that these activities bring to his life. Above all, spending quality time with his wife, Katie, is a cherished priority for Shane.

Shane Carrier, Cfp®'s Current Company Details
Uhler Vertich White Advisors, LLC

Uhler Vertich White Advisors, Llc

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Financial Planner
Shane Carrier, Cfp® Work Experience Details
  • Uhler Vertich White Advisors, Llc
    Financial Advisor, Rjfs |
    Uhler Vertich White Advisors, Llc May 2023 - Present
    Fort Myers, Florida, Us
    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Uhler and Vertich Financial Planners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
  • Wilco Wealth Partners
    Private Wealth Advisor
    Wilco Wealth Partners Apr 2020 - Apr 2023
  • Ravenwood High School
    Assistant Baseball Coach
    Ravenwood High School Aug 2019 - Aug 2022
  • Windy City Thunderbolts
    Professional Athlete
    Windy City Thunderbolts Apr 2019 - Aug 2019
    Crestwood, Il, Us
  • Minnesota Twins
    Professional Athlete
    Minnesota Twins Jun 2016 - Mar 2019
    Minneapolis, Minnesota, Us

Shane Carrier, Cfp® Skills

Insurance Planning Microsoft Excel Financial Services Wealth Management Financial Planning

Shane Carrier, Cfp® Education Details

  • Middle Tennessee State University (Mtsu)
    Middle Tennessee State University (Mtsu)
    Economics & Finance
  • Fullerton College
    Fullerton College
  • Alvin Community College
    Alvin Community College

Frequently Asked Questions about Shane Carrier, Cfp®

What company does Shane Carrier, Cfp® work for?

Shane Carrier, Cfp® works for Uhler Vertich White Advisors, Llc

What is Shane Carrier, Cfp®'s role at the current company?

Shane Carrier, Cfp®'s current role is Financial Planner.

What is Shane Carrier, Cfp®'s email address?

Shane Carrier, Cfp®'s email address is sh****@****all.com

What schools did Shane Carrier, Cfp® attend?

Shane Carrier, Cfp® attended Middle Tennessee State University (Mtsu), Fullerton College, Alvin Community College.

What skills is Shane Carrier, Cfp® known for?

Shane Carrier, Cfp® has skills like Insurance Planning, Microsoft Excel, Financial Services, Wealth Management, Financial Planning.

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