Shane M. Alsworth,  CFP<sup>&reg;</sup> - Financial Advisor

Shane M. Alsworth, CFP®

MBA, CLU, CIMA

Financial Advisor

Alsworth Capital Management, LLC

4 W Market St, PO Box 283
Corning, NY 14830
FINANCIAL ADVISOR'S WEBSITE
(607) 973-2665

General

Shane Alsworth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Alsworth Capital Management, LLC in Corning, NY and the surrounding communities.

Financial Advisor Overview

We provide investment management, financial planning, tax planning, insurance planning and estate planning services.

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Financial Advisor Experience

I have been a portfolio manager and financial planner since 2001 and a business owner since 2008.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Chartered Life Underwriter (CLU)

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY
  • Fixed annuities: NY
  • Variable annuities: NY

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory services offered through Alsworth Capital Management, LLC, an independent Registered Investment Advisory firm. Broker Dealer services offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Alsworth Capital Management, LLC and Cadaret, Grant are separate entities.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Real Estate, Job Loss, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources