Shawna Theriault’s Road to Becoming a Financial Advisor

Shawna Theriault’s Road to Becoming a Financial Advisor

Join us for this episode of A Wiser Retirement® Podcast, where Casey Smith interviews Shawna Theriault, CFP®, CPA, CDFA®, Senior Financial Advisor, about her inspiring journey—from moving out at sixteen to pursuing a career in finance and becoming a CERTIFIED FINANCIAL PLANNER®, Certified Public Accountant, and Certified Divorce Financial Analyst®. Shawna shares how resilience, continuous learning, and a commitment to connecting deeply with clients have shaped her career in a traditionally male-dominated industry. She underscores the importance of holistic, personalized financial guidance that prioritizes meaningful impact over profit.

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Summary

A Journey of Resilience and Ambition

Shawna Theriault’s path to becoming a distinguished financial advisor is a journey marked by resilience, ambition, and dedication. Shawna left home at a young age to pursue a career path driven by her love for numbers and her strong sense of purpose. From her early days managing accounts to later roles with increasing responsibilities, Shawna continuously pursued growth, ultimately becoming a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER®, and a Certified Divorce Financial Analyst®.

Meaningful Client Connections

Her commitment to connecting with clients on a meaningful level sets her apart in an industry often focused on transactions. Shawna believes in offering guidance that’s not only financially sound but also emotionally supportive, recognizing that financial planning is about more than money—it’s about helping clients shape fulfilling lives. Her own story of perseverance, from cleaning houses to support herself to achieving professional success, mirrors the ethos she brings to her clients’ lives: building relationships that go beyond simple financial metrics.

Dedication to Comprehensive Financial Planning

Shawna emphasizes the importance of continuous learning and adapting. Her diverse expertise, especially in tax and estate planning, allows her to deliver comprehensive solutions tailored to each client’s unique circumstances. Reflecting on her career, she recognizes that helping others succeed is the most rewarding part of her job.

Making a Difference

Shawna’s journey demonstrates that true success lies in making a difference, one client at a time, while growing as a person along the way. Her story showcases the impact of overcoming adversity and highlights the importance of resilience, empathy, and a mission-driven approach in both her personal and professional life.

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