Shane Dir, Aif, Cpfa

Shane Dir, Aif, Cpfa Email and Phone Number

Chief Executive Officer @ One Strategic Capital, Inc.
Bainbridge Island, WA, US
Shane Dir, Aif, Cpfa's Location
Bainbridge Island, Washington, United States, United States
Shane Dir, Aif, Cpfa's Contact Details

Shane Dir, Aif, Cpfa personal email

n/a
About Shane Dir, Aif, Cpfa

Guided by my faith, family values, and a commitment to supporting others, my role as Founder of Hidden Cove Wealth Management centers on guiding corporations, their employees, trusts, and families toward living well, living fully, and living inspired. Our approach is holistic, integrating personalized solutions to meet diverse client needs.As CEO of One Strategic Capital for over 18 years, I've dedicated my career to building trust and integrity through deep client relationships, mastering the intricacies of wealth accumulation, conservation, and transfer. I am continuing the legacy started by my father over sixty years ago.The team and I prioritize up-to-date knowledge and collaboration with a network of professionals to deliver exceptional financial structures and solutions tailored to each client's unique business and personal goals.

Shane Dir, Aif, Cpfa's Current Company Details
One Strategic Capital, Inc.

One Strategic Capital, Inc.

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Chief Executive Officer
Bainbridge Island, WA, US
Shane Dir, Aif, Cpfa Work Experience Details
  • One Strategic Capital, Inc.
    Chief Executive Officer
    One Strategic Capital, Inc.
    Bainbridge Island, Wa, Us
    View
  • Hidden Cove Wealth Management, Llc
    Founder And Principal, Managing Member
    Hidden Cove Wealth Management, Llc Apr 2022 - Present
    Bainbridge Island, Washington, Us
    • Founded Hidden Cove Wealth Management, LLC, specializing in holistic wealth management for individuals, small businesses, and institutions.• Provided investment management, financial planning, and retirement plan design through an educational, collaborative, and transparent approach.
    View
  • One Strategic Capital, Inc.
    Chief Executive Officer
    One Strategic Capital, Inc. Apr 2006 - Present
    • Developed customized risk management structures for clients to achieve wealth accumulation, conservation, and transfer goals.• Established and maintained relationships with a network of professionals to create comprehensive plans.• Implemented a step-by-step approach to identify and address unique goals.
    View
  • Seattle University
    Alumni Board Of Governors, Executive Board Member
    Seattle University 2005 - 2008
    Seattle, Wa, Us
    View
  • Homestreet Bank
    Relationship Manager/Banker
    Homestreet Bank Jul 2002 - Apr 2006
    Seattle, Wa, Us
    View

Shane Dir, Aif, Cpfa Skills

Investments Financial Planning Business Planning Retirement Planning Insurance

Shane Dir, Aif, Cpfa Education Details

  • Seattle University
    Seattle University
    Business Administration In Finance

Frequently Asked Questions about Shane Dir, Aif, Cpfa

What company does Shane Dir, Aif, Cpfa work for?

Shane Dir, Aif, Cpfa works for One Strategic Capital, Inc.

What is Shane Dir, Aif, Cpfa's role at the current company?

Shane Dir, Aif, Cpfa's current role is Chief Executive Officer.

What is Shane Dir, Aif, Cpfa's email address?

Shane Dir, Aif, Cpfa's email address is sd****@****htk.com

What is Shane Dir, Aif, Cpfa's direct phone number?

Shane Dir, Aif, Cpfa's direct phone number is +120622*****

What schools did Shane Dir, Aif, Cpfa attend?

Shane Dir, Aif, Cpfa attended Seattle University.

What skills is Shane Dir, Aif, Cpfa known for?

Shane Dir, Aif, Cpfa has skills like Investments, Financial Planning, Business Planning, Retirement Planning, Insurance.

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