Shawn Maloney
SM

Shawn Maloney

Linkedin Profile
CEO| Founder | Financial Planner at Retire Wise, LLC | Atlanta Metropolitan Area
View Shawn Maloney's Email & Phone Number

About Shawn Maloney

  • As the President and Founder of Retire Wise, LLC, Shawn Maloney is dedicated to transforming the way individuals and families approach retirement planning. With a keen understanding of the financial landscape, Shawn specializes in customizing solutions that align with each client's unique goals and aspirations....
    As the President and Founder of Retire Wise, LLC, Shawn Maloney is dedicated to transforming the way individuals and families approach retirement planning. With a keen understanding of the financial landscape, Shawn specializes in customizing solutions that align with each client's unique goals and aspirations. His expertise spans a wide array of financial services, including retirement planning, individual retirement accounts (IRAs), 401(k) retirement savings plans, and permanent life insurance. At Retire Wise, Shawn leads key projects aimed at educating clients on innovative strategies for achieving financial freedom. He emphasizes the importance of creating a sustainable retirement income that allows individuals to choose when and how they want to work, rather than adhering to outdated financial norms that prioritize high earnings and excessive saving. By leveraging his skills in financial coaching and business development, Shawn empowers clients to take control of their financial futures through tailored financial plans that protect personal assets and optimize wealth accumulation. Shawn's approach is rooted in the belief that retirement planning should be a personalized journey. He works closely with clients to identify their specific needs and develop comprehensive strategies that encompass annuity options, long-term care insurance, and property and casualty insurance. Through his commitment to providing exceptional service and insightful guidance, Shawn Maloney is not just helping people retire; he is enabling them to live life on their own terms.
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  • Shawn Maloney Work

    • CEO| Founder | Financial Planner at Retire Wise, LLC in January 2020 to Present
    • Director at NICE Actimize in December 2014 to April 2023
    • Senior Director Product Management at Equifax in November 2013 to December 2014
  • Shawn Maloney Skills

    • Key AccountsCustomer SuccessCustomer Satisfaction (CSAT)
      Client RelationsAccount ManagementBusiness DevelopmentClient DevelopmentCustomer Relationship Management (CRM)Customer ExperienceCustomer RetentionSalesCustomer InsightMarketingCustomer JourneysSearch Engine Optimization (SEO)Customer EngagementCommunicationTeam LeadershipPersonal FinanceFinancial Education

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  • About Shawn Maloney's Current Company

  • Frequently Asked Questions about Shawn Maloney

    • What is Shawn Maloney email address?
      Email Shawn Maloney at s***y@retirewisepro.com. This email is the most updated Shawn Maloney email found in 2024.
    • How to contact Shawn Maloney?
      To contact Shawn Maloney send an email to s***y@retirewisepro.com. (updated on September 13, 2024)
    • What company does Shawn Maloney work for?
      Shawn Maloney works for Retire Wise, LLC
    • What is Shawn Maloney's role at Retire Wise, LLC?
      Shawn Maloney is CEO| Founder | Financial Planner
    • What is Shawn Maloney's Phone Number?
      Shawn Maloney's phone (**) *** *** 339
    • What industry does Shawn Maloney work in?
      Shawn Maloney works in the Financial Services industry.

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