Shana Despres, CFP®, ChFC®, CASL®
CERTIFIED FINANCIAL PLANNER Professional
Shana started her journey as a financial professional in 1996 after her and her husband, Craig, moved to Phoenix, AZ. She received a bachelor’s degree at the University of Michigan in 1992 and holds the designations of Chartered Financial Consultant® and Chartered Advisor in Senior Living® and is a CERTIFIED FINANCIAL PLANNER® Professional. She believes in taking the time to fully understand her clients and uses honest, straightforward explanations to help them achieve their goals.
Shana specializes in financial position analysis, protection planning, investment planning tax planning and estate planning. With more than 30 years of experience, she leverages her extensive expertise to help clients achieve their defined objectives, striving to serve as a trusted, lifelong resource for each client.
Shana has lived in Phoenix for over 30 years. She has been married to her husband Craig since they graduated from the U of M, and they have three children. When away from work, Shana enjoys camping (“glamping”), running, reading, hiking, and spending time with family and friends.
She holds FINRA Series 7, 63, and 65 Registrations and is Life, Accident, and Health licensed.