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Shawn Greenfield

Advisor Image
Shawn Greenfield
Financial Advisor
.
MBA, BFA™
Part of the Northwest Pinnacle Group practice
Tax Efficient Planning
Retirement Planning
About Shawn Greenfield
About Shawn Greenfield

I'm a financial advisor who believes your financial strategy should reflect your values, not just your numbers. Based here in the Palouse region, I’ve built my practice around serving individuals and families who care deeply about making wise, purposeful decisions with what they've been given.

About Me
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With years of experience helping clients plan for retirement, preserve wealth, and create meaningful legacies, I focus on guiding people through pivotal life transitions — especially those preparing for or enjoying retirement. My approach combines personalized advice, thoughtful tax-wise strategies, and a deep respect for each client’s story.

About Me
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My wife and I absolutely love getting out and enjoying nature, and this region offers so many great opportunities to explore. I have a passion for photography, hiking new trails to scenic views, and really anything that involves being outdoors. As often as we can, we enjoy visiting our family and loved ones that are scattered both near and far. We are very active in our local church and love the community and local events that happen here on the Palouse throughout the year. On the weekends, we often find ourselves chasing down and enjoying our two sons, taking scenic drives along the beautiful, winding country roads all around us, and exploring all that our rolling his have to offer. Traveling and experiencing other cultures is also very important to our family. I’ve had the wonderful opportunity of visiting over 50 countries thus far!

My qualifications
  • Masters of Business Administration/Management, Washington State University
  • Not Indicated, University of Pierre Mendès France
  • Bachelors of Marketing, University of Idaho Moscow
  • Masters in Business Administration
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Alaska
  • Arizona
  • Arkansas(Insurance Lic. #19544193)
  • California(Insurance Lic. #4074212)
  • Florida
  • Georgia
  • Idaho
  • Kansas
  • Missouri
  • Montana
  • Nevada
  • Oregon
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Washington

Insights

7 ways to help reduce your taxable income
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️​
Top 7 charitable giving strategies: Maximizing tax benefits and impact
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Do you need life insurance? Questions to ask yourself & your family
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇 Together, we can make sure your family is covered for the future.
Office location
Moscow Location
409 S. Jackson St.
Moscow, ID 83843
Phone208-883-4733Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations