CapWealth Adds Newest Financial Planner
CapWealth, a $1.9 billion RIA, is adding Dean Shahan, CFP, as executive vice president and financial advisor.
Shahan joins CapWealth from SageSpring Wealth Planners, where he advised high-net-worth and ultra-high-net-worth families. His areas of expertise include risk management, investment strategy, tax planning, retirement, estate, and education planning.
“At CapWealth, our focus has always been on delivering meaningful outcomes for our clients through trusted relationships and sound financial guidance,” said Tim Pagliara, founder and CIO of CapWealth. “We’re excited to welcome Dean to our team. His fresh perspective and forward-thinking approach will strengthen our capabilities and elevate our client service.”
“Throughout my career, I’ve found great purpose in helping individuals and families reach their financial goals,” said Shahan. “What drew me to CapWealth was the firm’s strong culture of client care and its commitment to comprehensive planning. CapWealth goes beyond traditional wealth management, taking a deeper approach that aligns with how I believe clients should be served. I am excited to have a shared vision for how we work with clients: thoughtfully, thoroughly, and with a long-term view of their financial lives.”
Shahan is a native of Nashville, Tenn., and holds a BBA in finance from the University of Tennessee.
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Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
