Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Shawn Agan is listed as Certified Financial Planner at Noble Birch Wealth Management, a with 2 employees, based in Davenport, Iowa, United States. AeroLeads shows a matched LinkedIn profile for Shawn Agan.
Shawn Agan previously worked as Suns/Diamondbacks Director of Human Resources -Benefits, 401k, Pension, Employment Mgr at Phoenix Suns. Shawn Agan holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Arizona State University.
This section adds company-level context without repeating Shawn Agan's masked contact details.
Review company-level records connected to Shawn Agan before choosing the right outreach path.
Shawn Agan is an independent Certified Financial Planner™ affiliated with LPL, the largest independent broker/dealer. Shawn provides independent, unbiased financial advice and services to those actively planning for, and in, retirement. Services include:InvestmentsTax Preparation*Estate PlanningInsuranceRetirement PlanningDisclosure: Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. *Tax preparation offered through Noble Birch Tax Preparation, LLC. Noble Birch Wealth Management, LLC, Noble Birch Tax Preparation, LLC are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.noblebirch.com.
Listed skills include Investments, Alternative Investments, Managed Money, Tax Advantaged Investment Strategies, and 25 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Davenport, Iowa Area
Provide comprehensive financial services to clients actively planning for retirement. Financial services include: Investments, Tax Services, Insurance, Estate Planning, Retirement Planning, Social Security Optimization, Medicare Supplements.
Phoenix, Az
Quick answers generated from the profile data available on this page.
Shawn Agan works for Noble Birch Wealth Management.
Shawn Agan is listed as Certified Financial Planner at Noble Birch Wealth Management.
Shawn Agan is based in Davenport, Iowa, United States while working with Noble Birch Wealth Management.
Shawn Agan has worked for Noble Birch Wealth Management and Phoenix Suns.
Shawn Agan's colleagues at Noble Birch Wealth Management include Eric Sommers.
You can use AeroLeads to view verified contact signals for Shawn Agan at Noble Birch Wealth Management, including work email, phone, and LinkedIn data when available.
Shawn Agan holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Arizona State University.
Shawn Agan is listed with skills including Investments, Alternative Investments, Managed Money, Tax Advantaged Investment Strategies, Tax Preparation, Tax Advisory, Tax Returns, and Inheritance Tax Planning.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Shawn Agan you were looking for.
