Broker Check
Shawn Agan, MBA, CFP®

Shawn Agan, MBA, CFP®

Financial Advisor

As a financial advisor, Shawn takes great pride in engaging in a profession that allows for the potential to have a deeply meaningful and positive impact on the lives of his clients and their families. According to Shawn, “We specialize in working with current and near-term retirees.  We have developed and refined a process that allows clients to pursue the work optional lifestyle they have always envisioned.” 

 

Shawn earned his MBA at Arizona State University after completing his undergraduate studies in Business Administration from the State University of New York at Oswego. Prior to his move into private sector financial planning, he worked for the Arizona Diamondbacks & Phoenix Suns as their 401k/Pensions/Benefits Manager and also served as the Director of Human Resources for a Fortune 50 company. Shawn is the owner and founder of Noble Birch Wealth Management, LLC.

 

Shawn holds a CFP® designation as a CERTIFIED FINANCIAL PLANNER™ as well as his Series 7, 24, 51, 63, and 65 registrations with LPL Financial. He is also a member of the NATP (National Association of Tax Preparers).

Shawn and his wife Jennifer married in 1998 and live in Bettendorf with their two children, Jake and Charlotte (“Charley”). Charitable interests include The Humane Society, the Mississippi Valley Regional Blood Center, and the Multiple Myeloma Research Foundation.  Shawn also proudly serves as a board member of the Autism Society of the Quad Cities.

He enjoys quality family time, reading historical non-fiction and biographies, playing Euchre and trivia games, and going to the movies. He loves spending time along the Mississippi River, and always looks forward to the many outdoor festivals and family activities that take place in the QCA.

Getting to know Shawn

Favorite Food: Spaghetti and Meatballs...with a healthy dose of parmesan cheese of course...and sweets...as a kid I literally worked in a candy store!

Favorite Quote: "Today, I consider myself, the luckiest man on the face of the Earth" - Lou Gehrig

Best Financial Advice Received: "Participate in your 401k as soon as they will let you." - my father

Favorite Holiday: Christmas

Favorite Movies:  Pride of the Yankees (Gary Cooper), The Quiet Man (John Wayne), To Kill a Mockingbird (Gregory Peck), Lord of the Rings Trilogy, and more...I love the experience of going to the movies and getting lost in a great, well directed/acted film.

Hidden Talent: Juggling

If Shawn could have a group dinner with six famous people, past or present, they would be: Mark Twain, Benjamin Franklin, “Doc” Holliday, Tom Hanks, Adele and Ellen DeGeneres. Seems like it would be a fun evening of dinner, drinks, cards and conversation.

Life-changing Moment:  The day I became a father

What motivates Shawn at work:  Making a difference.  I truly love that we have the ability to impact our clients lives in such important, meaningful ways. 

Place Shawn would most like to visit:  Australia/New Zealand

Biggest Accomplishment:  My wife and kids.  I really overachieved with this clan!