Peak Announcement: Our New Sr. Wealth Advisor, Shaun Thompson
It is with great pleasure that we welcome Shaun Thompson as a Senior Wealth Advisor. I am confident that as the newest member of our wealth management team, he will strengthen our capabilities, deepen our collective knowledge, and provide you with the highest level of service.
Shaun is eminently qualified having worked over the last decade in a similar capacity with two top wealth management firms in Boston, where he gained invaluable expertise. He brings with him a sincere passion for helping clients reach their financial goals and the professionalism you have come to expect from us. Shaun holds a Bachelor’s of Science in Business Administration from Boston University, is a Chartered Financial Analyst ® and a Certified Financial Planner ™ practitioner.
We truly believe Shaun to be a great addition to the Peak family. While he has met many of you already, he very much looks forward to meeting the rest of you soon.
Shaun Thompson, our Senior Wealth Advisor, joined Peak Financial in October of 2017.
Shaun, a Chartered Financial Analyst® and Certified Financial Planner™ practitioner, is a Senior Wealth Advisor providing comprehensive financial planning advice to Peak’s clients. He objectively collaborates with other professionals, such as estate planning attorneys, accountants, and insurance underwriters to ensure financial plans are not just crafted on paper but executed, to give clients the best chance of achieving their goals. He is also a participant on Peak’s Investment Committee and Marketing Committee.
Shaun spent the first seven years of his career at Mintz Levin Financial Advisors. There, he began his career in investment operations before quickly transitioning into client service, where he discovered his true passion for financial planning. Then, In 2012, Mintz Levin merged with The Colony Group, where he gained extensive experience advising successful individuals, families, and business owners. Comprehensive financial planning, his focus, includes topics such as investment management, tax planning, estate planning, education funding, and risk management. During this time he enjoyed opportunities to present the fundamentals of financial planning and investing at Boston University Law School and Harvard Law School. Read More…
Thank You,
Pran Tiku
Shaun Thompson can be reached at: Shaun@Peak-Financial.com