Shawn R. Ballinger,  CFP<sup>&reg;</sup> - Financial Advisor

Shawn R. Ballinger, CFP®

Wealth Coach

Columbus Street Financial Planning

1872 Timber Haven Ct.
Grove City, OH 43123
FINANCIAL ADVISOR'S WEBSITE
(614) 732-3119 CONNECT WITH Shawn
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General

Shawn Ballinger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Columbus Street Financial Planning in Grove City, OH and the surrounding communities.

Financial Advisor Overview

Columbus Street Financial Planning is an independent fee-only financial planning firm focused on helping middle-income families prepare for the cost of college. As a Certified Financial Planner since 2004, I have provided financial planning and investment advisory to clients for two highly regarded fee-only wealth management firms serving high net worth clients. I founded Columbus Street Financial Planning to put those fourteen years of experience to work for families and individuals who may not otherwise have access to planning and investment opportunities because of the minimum income and asset hurdles most fee-only planning firms impose. As a CERTIFIED FINANCIAL PLANNER™ and fiduciary, I have an obligation to place clients' best interests above mine to help them achieve their financial goals and live life on their own terms.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources