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Shawna Theriault, CFP®, CPA, CDFA®

Shawna Theriault, CFP®, CPA, CDFA® joined Wiser Wealth Management as a Senior Financial Advisor in 2024. She comes to the firm with 27 years of financial industry experience and over 21 years of working for several large, independent RIA firms. Shawna has served thousands of families, individuals, and business owners with their unique tax, financial, and estate planning needs. Her role within Wiser involves working with clients to formulate planning goals, develop and implement wealth management strategies, and monitor clients’ progress toward their financial and investment goals.

https://wiserinvestor.com/who-we-are/shawna-theriault/