A Wealth Solution Team

  • Shawn Waked, MS, CFP®

    Financial Advisor

Shawn specializes in helping folks from all socioeconomic backgrounds put together a road map for their financial future, by navigating the complex landscape of personal finance. He has dedicated his professional career to helping others achieve their individual financial goals. His diverse background as a mortgage broker, insurance agency owner, and personal financial representative gives Shawn comprehensive knowledge to help families build, preserve, and manage their personal wealth. Like most financial advisors, Shawn, is able to offer comprehensive financial planning and investment services. However, Shawn has extensive training in financial therapy and behavioral finance. Besides obtaining his Master’s in Personal Financial Planning from Kansas State University, he also holds a Certificate in Financial Therapy from K-State and currently volunteers as a committee member of the Financial Therapy Association in an effort to build out the new field of financial therapy. Shawn’s specialized training not only allows him to help produce more customized financial plans for his clients, but it allows him to coach and motivate his clients to reach the goals that they establish. 

When Shawn is not helping others plan for their future, he enjoys spending time with his wife Theresa and their “high energy” Doberman, Scarlett. They reside in St. Petersburg, Florida.

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