Shayne Lester, CFP<sup>&reg;</sup> - Financial Advisor

Shayne Lester, CFP®

Certified Financial Planner

Partners in Planning Financial Services

3311 W. Rock Creek Rd., Suite 110
Norman, OK 73072
FINANCIAL ADVISOR'S WEBSITE
(405) 310-2269 CONNECT WITH Shayne
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General

Shayne Lester is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Partners in Planning Financial Services in Norman, OK and the surrounding communities.

Financial Advisor Overview

With roughly 20 years of experience in the financial industry, I strive to provide a world class financial services experience while serving the needs of my clients with the highest professional integrity. My top priority is building lasting relationships with my clients while helping them attain their financial goals. Whether your needs pertain to asset accumulation and management, lifetime retirement income, insurance or estate planning, I can help design a plan that will serve as a roadmap for your personal success. My comprehensive financial plans are specific to each individual client and their unique needs, concerns, and goals. In order to establish a long-term strategy, it is important that I first understand and evaluate all aspects of your individual financial situation. We accomplish this step together during your initial consultation where you will do most of the talking, expressing your personal goals and objectives. Following our consultation, your financial plan will be developed that will include specific observations, recommendations, and suggested solutions that are tailored to your needs. If you choose to move forward, I will assist in the implementation of these solutions and will schedule periodic meetings to review your plan as needed. This will ensure that changes in your personal and economic situation are sufficiently addressed.

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Financial Advisor Experience

I began my career in financial services in 1997 as a financial advisor with MassMutual Financial Group. After becoming a CERTIFIED FINANCIAL PLANNER™ practitioner in 2005, I served as the Director of Financial Services for a large CPA firm, providing needs-based financial planning and investment management throughout Oklahoma. I opened my own practice in Norman in 2012. My profession allows me to build client relationships in Oklahoma and surrounding states based on mutual trust and specialized customer service.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Oklahoma, Arkansas, Florida, Texas
  • Health/disability insurance: Oklahoma, Arkansas, Florida, Texas
  • Fixed annuities: Oklahoma, Arkansas, Florida, Texas
  • Variable annuities: Oklahoma, Arkansas, Florida, Texas

Broker-Dealer Affiliation

United Planners Financial Services of America

Broker-Dealer Disclaimer

Shayne Lester is a Principal offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA, SIPC. Partners in Planning Financial Services and United Planners are not affiliated.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources