Robert Wesley Shannon,  CFP<sup>&reg;</sup> - Financial Advisor

Robert Wesley Shannon, CFP®

Financial Planner

SJK Financial Planning LLC

1845 Precinct Line Road, Suite 101
Hurst, TX 76054
FINANCIAL ADVISOR'S WEBSITE
(817) 228-4737 CONNECT WITH Robert
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General

Robert Shannon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SJK Financial Planning LLC in Hurst, TX and the surrounding communities.

Financial Advisor Overview

Fee Based comprehensive financial planning and investment advising services. 401(k) and pension plans are a specialty.

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Financial Advisor Experience

I have 25 years experience in financial services and insurance. I have been working as a full time financial planner since 2010.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - LUTCF

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Bankruptcy, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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