Shanna J Kehoe

CFP®, CWS
Partner, Senior Wealth Advisor

Meet Shanna

Shanna J Kehoe is a Partner, Senior Wealth Advisor based in Las Vegas, Nevada with 20 years of experience in the field.

As a Partner, Sr. Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional, Shanna has been helping client families align their financial decisions with what is most important to them for over 20 years. Shanna develops lifelong client-advisor relationships and considers each person’s unique situation in all recommendations.

She enjoys inspiring her clients to focus on their life goals first and then works to design and create a comprehensive financial plan to help them pursue those goals as efficiently as possible all while following the highest fiduciary standards.

Shanna feels the biggest key to her client’s success is having an accountability partner and Shanna loves playing that role in their lives.

After graduating from the University of NV, Las Vegas with a degree in Economics, Shanna started in the financial planning industry. She obtained the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Wealth Advisor® designation.

A Las Vegas native, Shanna feels blessed to live in Las Vegas and enjoys spending time with her husband and their twins. She can often be found attending her kids’ sporting events, country concerts or traveling. She feels truly fortunate to have the opportunity to do what she loves while raising her family.

California Insurance License Number #0G27612.

Shanna J Kehoe is a non-registered associate of Cetera Advisor Networks LLC, Member FINRA/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

 

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 20 years financial industry experience
  • 4 years with Carson Wealth
Education
  • BA in Economics from University of NV, Las Vegas
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
  • CWS
Professional Memberships
  • Financial Planning Association

Carson Wealth

6910 S Cimarron Rd. Ste #210
Las Vegas, NV 89113
(702) 405-0415
835 3rd Ave SE
Cedar Rapids, IA 52403
(319) 200-8700