Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Shawn W
Series 66
Albuquerque, NM
Zia Capital Investments LLC
Shawn Watts is a financial advisor at Zia Capital Investments LLC with three years of industry experience. He holds a Series 66 designation and previously served 16 years in the United States Marine Corps before transitioning to financial services roles at Mutual of Omaha and Modern Financial Asset Management. Outside of advising, Mr. Watts works as an independent insurance agent, real estate broker, and mortgage loan officer. Zia Capital Investments LLC provides discretionary portfolio management and financial planning primarily for individual clients, focusing on retirement income, tax and estate planning, and wealth accumulation. The firm employs a modern portfolio theory-based investment approach, combining passive core allocations with tactical active adjustments, and serves both retail and institutional clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters