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

Robert Wesley Shannon, CFP®

Financial Planner

SJK Financial Planning LLC

2833 Crockett St., Suite 102
Fort Worth, TX 76107
FINANCIAL ADVISOR'S WEBSITE
(682) 350-1055 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 Fort Worth, 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 36 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

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Bankruptcy, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Insurance, Real Estate, 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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Helpful Financial Planning Resources