• Allyn Shaw, CFP®, ChFC®, AIF®

    Financial Advisor

After graduating from USU in 2001 with a BA in Accounting, Allyn started his career in Financial Planning with the Mass Mutual Financial Group in Salt Lake City where he learned how to help people with estate planning and insurance.  After that he worked for the Principal Financial Group in a variety of positions.  At the Principal, he gained experience managing Corporate Retirement Plans and with Financial Planning by having the opportunity to work with the employees of those retirement plans one-on-one.  Those meetings focused on helping those employees develop and implement financial plans and work towards a variety of goals like saving for retirement, managing wealth or helping their children pay for education.

In 2011 Allyn made the decision to become an Independent Financial Advisor and joined Raymond James.  While at Raymond James he has worked with dozens of companies to help them manage their corporate retirement plans, hundreds of individuals to help them with their wealth management and financial planning needs, and thousands of 401k participants to help educate them about a variety of financial topics.  As an independent advisor, he is free to put the interests of his clients ahead of his own, whether that client be a corporate retirement plan, an employee of a company or an individual planning for their financial future.

Allyn, who is originally from Logan, Utah, is Married to Stacey Stoker from Layton and they have four wonderful children.  They currently live in Draper.

 

Academic Highlights:

  • B.A., Accounting, Utah State University, 2001
  • B.A., Finance, University of Utah, 2006
  • Adjunct Faculty Member, University of Phoenix Utah Campuses, 2011 to Present

Community Service:

  • Board Member, Cystic Fibrosis Foundation, 2011 – 2016
  • Board Member, Financial Planning Association – Utah Chapter, 2014 - 2015

Language Skills:

  • Spanish

Credentials & Licenses:

  • Chartered Financial Consultant (ChFC®), Awarded by The American College, August 2010
  • Accredited Investment Fiduciary® (AIF®), Awarded by fi360, March 2012
  • Certified Financial Planner (CFP®), Awarded by the Certified Financial Planner Board of Standards, Inc., January 2013
  • Chartered Retirement Plans Specialist (CRPS®) – Awarded by the College for Financial Planning, April 2014

Awards & Recognition

  • Achievers Club, Raymond James Financial Services, 2017. Membership is based mainly on dramatic growth of assets under management and revenue for the last 12 months.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.