Shawn Best, M.S., CFP® portrait

Shawn Best, M.S., CFP®

Advisor

Being a trusted financial advisor, whose clients consider me a friend is what drives me every day. With more than thirteen years in wealth management and finance, I care deeply about getting to know my clients and helping them reach their short and long-term goals. I most recently served as Vice President and Senior Wealth Manger within the Consumer and Wealth Management Division of Goldman Sachs. During my career, I’ve utilized my industry experience in retirement planning, estate planning, tax planning, education planning, investment management and wealth transfer to serve high-net-worth and ultra-high-net-worth families, small business owners and non-profit organizations. Coupled with my passion for helping people from all walks of life, I provide our clients with an experience that empowers them to reach a greater purpose for their wealth.

My family and friends are my most treasured assets. When I am not working, I enjoy spending time with my wife and young sons, staying active and supporting various organizations in our community.

passion

Describe your passion for the industry and your role:

I am a deeply curious person and always seeking perspectives and knowledge for understanding. I am a better person and advisor because I’ve been enriched by the collective experiences of my clients. While I enjoy the research, quantitative analysis or financial modeling that comes with being a financial advisor, the day-to-day interaction with others brings me the most excitement. Ultimately, helping clients work toward their financial independence enables me to work toward my career goals and feel satisfied and accomplished each day.

freetime

What do you like to do in your free time?

Spending time with my amazing wife, Jessica, and our two sons is my favorite thing to do!  We love hiking, swimming and exploring all the sights and tastes of Tucson.  I’m also a passionate sports fan, especially collegiate athletics.

happiness

What brings you happiness and fulfillment in your life?

I am a very simple man (despite what my wife says). My family brings me the most happiness. My perfect day would start with my wife and I hiking Sabino Canyon. We’d connect, talk about our hopes and dreams for each other, our family and our future. After our hike, we’d have lunch at a restaurant of her choice (I always lose that battle).  After picking up the kids from school, we’d spend time together most likely cooling off in our pool followed by family steak dinner (my choice!).  The greatest joy in my life is helping guide and shape my boys to be great men. I feel so blessed to share this experience with my wife and hope for many, many more days like this.

Get in touch with Shawn Best, M.S., CFP®

Shawn's financial tips

Let your “why” and not your “what” guide your financial decisions. Choices about how to use your money are better navigated if you know what’s truly important to you. Money is just a tool that allows us to build or fix things and without relationships, money is meaningless. 

Education

  • University of Arizona

    University of Arizona

    BA in Public Administration
  • Kansas State University

    Kansas State University

    MS in Finance and Financial Planning

Accreditations, Awards & Accolades

  • CERTIFIED FINANCIAL PLANNER™
  • Heart Ball Executive Leadership Team – American Heart Association of Southern Arizona

Hobbies & INTEREST

Sports Fan

Sports Fan

Foodie

Foodie

Fishing

Fishing

Hunting

Hunting

Cooking

Cooking

Blog Posts:

The Benefit of Feedback

Jun 17

Unraveling the Mysteries of the Markets Through Books – Summer 2022 Reading Recommendations

Jun 7

Understanding the Costs of Investing

May 31

Perspective Matters A Lot

May 17

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Get in touch with Shawn Best, M.S., CFP®