251. Shawna Theriault’s Road to Becoming a Financial Advisor

A Wiser Retirement®

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.
Related Podcast Episodes:
- Episode 241: The Heart and History of Wiser Wealth Management with President, Casey Smith

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This podcast was produced by Wiser Wealth Management. Thanks for listening!

Capitole

1. Financial Services (00:00:00)

2. From Orlando to Finance Industry Success (00:06:13)

3. The Value of Financial Planning (00:19:28)

4. Personal Growth and Empowerment (00:25:51)

5. The Heart of Wiser (00:36:25)

6. Personal Growth and Career Aspirations (00:43:20)

7. Investment Disclaimer and Disclosure Statement (00:51:41)