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Shawn Finlen, Financial Advisor

FINANCIAL ADVISOR
Shawn Finlen

AAMS™
1703 Clearwater Ave Ste 100, Bloomington, IL 61704opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

About Shawn

As an Edward Jones advisor, my focus is on understanding my clients' needs and helping them work toward achieving their goals. I was drawn to Edward Jones by the firm's emphasis on client relationships. Getting to know and work with clients is what I find most rewarding about this career.

My established process begins by getting to know you and what's important to you and your family. From there, we work together to put in place a financial strategy to help you reach your long-term goals. I also work in tandem with other professionals such as CPAs, estate planning attorneys and...

Work History

  • Edward JonesJuly 2023 to Current
  • Principal Financial GroupSeptember 2021 to June 2023

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Johns Hopkins UniversityMaster of Arts
  • University of Notre DameBachelor of Arts

Personal Interests

  • Running
  • Home Improvement
  • Tennis
  • Swimming
  • Vintage Cars

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(309) 451-9742

Fax

(866) 462-3055

Office Address

1703 Clearwater Ave Ste 100
Bloomington, IL 61704opens in a new window

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