Brent Shaw, CFP®, RICP®, WMCP®
Co-Founder and Principal at Esteem Wealth Partners - Northwestern Mutual Private Client Group- Claim this Profile
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Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™
CFP Board -
Retirement Income Certified Professional
The American College of Financial Services -
Series 63
Financial Industry Regulatory Authority (FINRA) -
Series 66
Financial Industry Regulatory Authority (FINRA) -
Series 7
Financial Industry Regulatory Authority (FINRA) -
Wealth Management Certified Professional®
The American College of Financial Services
Experience
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Esteem Wealth Partners - Northwestern Mutual Private Client Group
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United States
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Financial Services
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1 - 100 Employee
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Co-Founder and Principal
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Jan 2021 - Present
Esteem Wealth Partners serves high performing individuals & families – executives, business owners and medical professionals – who have put in the time, energy and effort to achieve their goals. Our comprehensive and customized approach to financial planning allows clients to achieve confidence in the planning process, resulting in maximized outcomes and financial security – moving forward, without worrying about going backward. The team of 11 financial professionals consists of seven CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals helping clients across the United States at every stage of life. Show less
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Wealth Advisor
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Jun 2006 - Present
Brent Shaw came to Northwestern Mutual in 2006 through the companies prestigious internship program while studying at Ohio University. During that time, Brent went as far as obtaining his investment securities & insurance licenses, while still a junior in college studying for the Certified Financial Planner board exam. The internship provided a foundation of knowledge and experience working closely with veteran advisors helping clients achieve financial security. Today, Brent's team helps clients across the United States. Whether it is a professional in the early stages of their career or an experienced professional excited to enter a new phase of life, Brent and his team take the time to understand and educate their clients using a consultative approach. The team is laser focused on delivering a world-class client experience through building personal relationships and leveraging the latest advancements in technology. Show less
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Education
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2005 - 2008
Ohio University
Business Administration, Finance -
University of Newcastle
Finance, Commodities Trading on ASX
Community
