Shawn Landis, CFP^®

Senior Financial Advisor

Shawn Landis takes pride in being a patient listener and an effective problem solver. In his role as senior financial advisor, he helps each client work through the steps in HCR Wealth Advisors’ Clarity Formula®. As clients define what’s most important, Shawn offers a holistic perspective on building a roadmap to the life they want. He uses his expertise in comprehensive financial planning, tax strategies, business consulting, and investment advisory services to help clients align their finances with their life goals.

Before joining the HCR team, Shawn spent two years as a financial advisor at Morgan Stanley and four years at Ameriprise Financial.

Shawn earned a BS at Boston University and he is a CERTIFIED FINANCIAL PLANNER® professional.

Beyond work, Shawn enjoys finding great spots for tacos and pizza, and is a huge soccer fan. He lives with his wife, and they have two daughters in college.