Shawn West, AIF®, CPFA®
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480-284-7080
Shawn is the founder of CuraFin Advisors, the firm’s corporate retirement affiliate, and is responsible for overseeing the strategic direction and client service experience for our corporate clients. He is an ERISA specialist with over a decade of knowledge in plan management.
Mr. West studied Psychology at Southern Illinois University and holds a Certified Plan Fiduciary Advisor (CPFA®) designation through the American Society of Pension Professionals & Actuaries (ASPPA). Additionally, he holds an Accredited Investment Fiduciary (AIF®) certification, is a member of the National Association of Plan Advisors (NAPA), serves on the Governmental Affairs Committee, and is a member of Vistage Worldwide. Shawn is a founding ambassador for TGen (Translational Genomics Research Institute), a member of PCH50 (Phoenix Children’s Hospital Foundation), and has served on numerous local boards.
Primary Duties at One Charles Private Wealth
- Provides strategic direction for the ERISA division
- Provides primary oversight of client services for our corporate clients
- Analyzes client objectives, determines strategic and tactical plan design, selects platform providers, and implements and manages to these strategies