Shawn J. West is a Managing Partner of Arcwood Financial LLC. Mr. West holds his Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) certifications. With over a decade of experience designing retirement plans for businesses and executive teams, Mr. West is responsible for analyzing client objectives, determining strategic and tactical plan design, selecting platform providers, reviewing plan costs and the implementation of these strategies.
Mr. West has partnered with small to very large companies to develop and provide customized retirement plan solutions for a diverse mix of business owners and their employees. Over his tenure as a premier benefits consultant, Shawn has helped hundreds of Arizona and California business owners and executive teams, as well as thousands of employees create plans to meet their retirement objectives.
Mr. West has owned a number of small businesses over the past 20 years, has served on non-profit boards and is politically active in his community. He grew up in the Chicago suburbs and studied Psychology at Southern Illinois University. He is FINRA Series 6 and 63 licensed. He presently lives in historic downtown Phoenix with his wife Aubrie and son Milo.