Meet Shaun
Shaun Cavanagh is a Senior Wealth Advisor who specializes in financial planning, tax and estate strategy, and investment management. With a background rooted in both strategic analysis and client advocacy, Shaun takes pride in helping families make confident financial decisions.
He began his career at Charles Schwab, where he spent eight years developing his experience, culminating in a role as a Financial Consultant in the firm’s Chicago office. Shaun was drawn to the Carson Wealth team for its client-centered, transparent approach to service and its culture of collaboration and integrity.
He is a graduate of the University of Michigan and holds both his CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Manager Analyst designation, as well as a Series 66 investment registration. In his free time, you’ll find Shaun at the golf course, in the mountains, or relaxing at home with his wife and dog.
Shaun Cavanaugh is not affiliated with Cetera Advisor Networks LLC.
Qualifications
- 10 years financial industry experience
- 2 years with Carson Wealth
- BA in Economics from the University of Michigan, Ann Arbor
- CFP®
- CIMA®
Exit Planning 