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Shawn Wears, Cfp® Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ Practitioner at Lincoln Investment at Gateway Retirement Solutions
Location: United States, United States, United States 7 work roles 5 schools
1 work email found @lincolninvestment.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@lincolninvestment.com
LinkedIn Profile matched
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Role
CERTIFIED FINANCIAL PLANNER™ Practitioner at Lincoln Investment
Location
United States, United States, United States

Who is Shawn Wears, Cfp®? Overview

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Quick answer

Shawn Wears, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ Practitioner at Lincoln Investment at Gateway Retirement Solutions, based in United States, United States, United States. AeroLeads shows a work email signal at lincolninvestment.com and a matched LinkedIn profile for Shawn Wears, Cfp®.

Shawn Wears, Cfp® previously worked as Licensed Insurance Representative at Gateway Retirement Solutions and CERTIFIED FINANCIAL PLANNER™ Practitioner at Lincoln Investment. Shawn Wears, Cfp® holds Certified Financial Planner Certificate, Finance And Financial Management Services from Northwestern University.

Company email context

Email format at Gateway Retirement Solutions

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*@lincolninvestment.com
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AeroLeads found 1 current-domain work email signal for Shawn Wears, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Shawn Wears, Cfp®

Experienced Investments professional with a background in investment operations, compliance, project Finance and client relations. Proven ability to manage multiple projects while meeting challenging deadlines. Exceptional customer service skills; strong working relationships with internal business partners as well as external clients. Strong planning, organizational and leadership qualities that allow me to successfully manage diverse and dynamic work environments. Demonstrates a positive, can-do attitude resulting in outstanding teamwork among my peers

Listed skills include Investments, Mutual Funds, Wealth Management, Retirement Planning, and 32 others.

Current workplace

Shawn Wears, Cfp®'s current company

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Gateway Retirement Solutions
Gateway Retirement Solutions
CERTIFIED FINANCIAL PLANNER™ Practitioner at Lincoln Investment
AeroLeads page
7 roles

Shawn Wears, Cfp® work experience

A career timeline built from the work history available for this profile.

Licensed Insurance Representative

Current

Dover, New Hampshire, US

Specializing in delivering full retirement solutions, including Medicare, Short and Long Term Care Insurance, Life Insurance, Annuities, and Investment products.With the freedom to partner with over 100 different carriers, we’re able to provide our clients with the best service and coverage, at affordable rates.Advisory services offered through Capital.

Aug 2023 - Present

Certified Financial Planner™ Practitioner

Current

Fort Washington, PA, US

Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC www.lincolninvestment.com

Jun 2014 - Present

Franchise Owner

Tom+Chee

We showcased the world's most creative selections of grilled cheese, including the Grippo’s BBQ+Bacon and the Grilled Cheese Donut, as well as homemade soups and fresh salads.All of our soups are homemade, we roast our turkey, chickenand beef as well as make our own salad dressings. With a menuthat fits in well for a quick work day lunch, a day out with.

Nov 2013 - Apr 2016

Senior Wealth Management Associate

Rockville, MD, US

Feb 2008 - Feb 2011

Account Executive

Mclean, VA, US

Jan 2006 - Dec 2007
5 education records

Shawn Wears, Cfp® education

Certified Financial Planner Certificate, Finance And Financial Management Services

Northwestern University

B.S., Sports Business

Ohio University

Accredited Investment Fiduciary® (Aif®), Accredited Investment Fiduciary® (Aif®) Designation Training

Fi360

Diploma, Business

Dublin Scioto High School

Diploma, Business

Dublin Coffman High School
FAQ

Frequently asked questions about Shawn Wears, Cfp®

Quick answers generated from the profile data available on this page.

What company does Shawn Wears, Cfp® work for?

Shawn Wears, Cfp® works for Gateway Retirement Solutions.

What is Shawn Wears, Cfp®'s role at Gateway Retirement Solutions?

Shawn Wears, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ Practitioner at Lincoln Investment at Gateway Retirement Solutions.

What is Shawn Wears, Cfp®'s email address?

AeroLeads has found 1 work email signal at @lincolninvestment.com for Shawn Wears, Cfp® at Gateway Retirement Solutions.

Where is Shawn Wears, Cfp® based?

Shawn Wears, Cfp® is based in United States, United States, United States while working with Gateway Retirement Solutions.

What companies has Shawn Wears, Cfp® worked for?

Shawn Wears, Cfp® has worked for Gateway Retirement Solutions, Lincoln Investment, Tom+Chee, Cambridge Investment Research, and Altegris Investments.

How can I contact Shawn Wears, Cfp®?

You can use AeroLeads to view verified contact signals for Shawn Wears, Cfp® at Gateway Retirement Solutions, including work email, phone, and LinkedIn data when available.

What schools did Shawn Wears, Cfp® attend?

Shawn Wears, Cfp® holds Certified Financial Planner Certificate, Finance And Financial Management Services from Northwestern University.

What skills is Shawn Wears, Cfp® known for?

Shawn Wears, Cfp® is listed with skills including Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Series 7, Strategic Financial Planning, and Securities.

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