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Tiaudra S

CFP®, Series 63, Series 65

Atlanta, GA

Schwab Wealth Advisory

Tiaudra Shaw is a CFP® professional with 25 years of experience in financial advisory roles. She is currently with Schwab Wealth Advisory, where she has worked since 2026, and has previous experience at Charles Schwab & Co., USAA Financial Advisors, and Truist Investment Services. She is the Chapter President of the Greater Metropolitan Atlanta chapter of Jack and Jill of America, Inc., a nonprofit organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach includes asset allocation guidance based on proprietary research tools and annual reviews tailored to clients’ goals and risk tolerance.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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