• Allyn Shaw, CFP®, CRPS®, AIF®

    Financial Advisor

Allyn joined Raymond James in 2011 and has dedicated his career to the personal finance profession. He was a member of the Student Financial Planning Association at Utah State in the late 1990s. Following this, he spent a decade working with retirement plans and their participants before transitioning to Raymond James. He is a CERTIFIED FINANCIAL PLANNER® and holds other notable industry designations. Additionally, he has taught Corporate Finance and Personal Finance courses at the University of Phoenix and is currently pursuing his Doctoral Degree in Financial Planning to continue his teaching and research interests.

Allyn, a devoted family man, enjoys spending time with his spouse, Stacey, and their four children. He is an amateur triathlete and finds solace in audiobooks of every genre while completing household chores. Both he and his wife are actively involved in their local church community and contribute to causes such as the Cystic Fibrosis Foundation, Ronald McDonald House Foundation, and Make-a-Wish Foundation. They currently reside in Draper, UT.

You can schedule a meeting with Allyn here: https://calendly.com/allynshaw/intro-meeting

Professional Highlights

  • Raymond James, Financial Advisor, May 2011-Present
  • University of Phoenix, Adjunct Faculty, Finance Department, Mar 2011 – May 2018
  • Principal Financial Group, Various Positions, Aug 2003 – April 2011

Academic Highlights

  • Bachelor of Science, Accounting, Utah State University, 2002
  • Masters of Business Administration, University of Utah, 2006

Community Involvement

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

Certifications & Skills

  • Chartered Retirement Plans Specialist (CRPS®) – Awarded by the College for Financial Planning, April 2014
  • CERTIFIED FINANCIAL PLANNER™ (CFP®), Awarded by the Certified Financial Planner Board of Standards, Inc., January 2013
  • Accredited Investment Fiduciary® (AIF®), Awarded by fi360, March 2012
  • Fluent Spanish

Practice Areas

  • Sponsored Retirement Plans – 401(k), 403(b), 457, 409(a) NQDC, Pension, Etc.
  • Wealth Management
  • Financial Planning
  • Business Ownership Management
  • Tax Planning
  • Estate Planning
  • Retirement Planning

Awards & Recognition

  • Executive Council, Raymond James Financial Services, 2017, 2018, 2019, 2020, 2021, 2022 & 2023. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Raymond James does not provide tax or accounting services.

Raymond James is not affiliated with the above organizations and/or charitable causes.