Shawn A. Best, M.S., CFP®

Senior Wealth Management Advisor

“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.”
— Ayn Rand

I cherish relationships with the people in my life more than anything. Whether family, friend, client, or colleague I want to genuinely get to know you. While I love working with numbers and modeling financial outcomes, the truth is, numbers don’t mean much to me without being attached to a personal outcome. I find real joy in collaborating with clients and their families to arrive at optimal outcomes that before, may have felt impossible or difficult. I believe the services we provide at The Strategic Wealth Group at Meridian Wealth Management, LLC are meant to empower everyone involved. None of what we do is possible without the experience and skills of each member of our awesome team and the trust and efforts of our clients.

My mission in life is to raise my boys to be quality young men and to be a great husband and colleague. I have dedicated my time to those around me with a heart of service. I want to see the people in my community flourish, not just financially, but more holistically in every aspect of humanity.

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Shawn A. Best, M.S., CFP®

Education

University of Arizona | Bachelor of Public Administration
Kansas State University | Master of Science in Finance & Financial Planning

Accreditations, Awards, & Accolades

  • Certified Financial Planner™  (CFP®)
  • Certification in Financial Therapy

Affiliations: 

  • Community Foundation of Southern Arizona Board Trustee
  • A Legacy of Excellence 
  • American Heart Association

Hobbies & Interests

Blog Posts

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