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Steven S
CFP®, Series 65
Waxahachie, TX
Foundations Investment Advisors LLC
Steven Shaw is a CFP® with 10 years of industry experience and is currently affiliated with Foundations Investment Advisors LLC. He has previously worked at Ae Wealth Management LLC and Strategic Estate Planning Services. Outside of his advisory role, Shaw owns and operates S & S Insurance Group, Inc., where he conducts educational seminars on Medicare and insurance products, and he serves as a member and instructor for the nonprofit Council of Financial Educators, teaching free public classes on personal finance. He also manages Lifebeyond60.com, a platform for public speaking and financial education. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and utilizes model portfolios with asymmetric rebalancing.
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