Shawna Theriault, CFP®, CPA, CDFA®
The Wiser Wealth team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting you first, by operating as a fee-only firm and accepting fiduciary responsibility.
Shawna Theriault, CFP®, CPA, CDFA®, Senior Financial Advisor, joined Wiser Wealth Management in 2024. Shawna comes to the firm with 29 years of financial industry experience and over 23 years of working for several large, independent RIA firms. She has served thousands of families, individuals, and business owners with their unique tax, financial, and estate planning needs. Her role within Wiser Wealth Management involves working with clients to formulate planning goals, develop and implement wealth management strategies, and monitor clients’ progress in working towards their financial and investment goals.
Shawna earned a Bachelor of Science in Accounting and a Master of Business Administration from Western Governors University. Shawna is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ certification and a Certified Divorce Financial Analyst® professional.
Outside of the office, Shawna enjoys health/wellness, hot yoga, traveling, and supporting her three daughters in their studies and numerous cheerleading teams.
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