Shawn Greenfield
Financial Advisor
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MBA, BFA™
About Shawn Greenfield
About Me
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.
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...
My qualifications
- Masters of Business Administration/Management, Washington State University
- Bachelors of Marketing, University of Idaho Moscow
- General Securities Representative
- Securities Industry Essentials
- AR Insurance Lic. #19544193
- CA Insurance Lic. #4074212
My state licenses
- Arizona
- Florida
- Georgia
- Idaho
- Indiana
- Kansas
- Missouri
- Montana
- Nevada
- Oregon
- South Carolina
- Tennessee
- Texas
- Utah
- Washington
Office location
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.