Charles (CJ) Shaw, CFP®, ChFC®

I began my financial planning practice in 2012 after graduating from West Virginia University where I received a bachelor’s degree in finance. I first started my career working with K-12 school district employees in the RBG division of Equitable where we help families with retirement and insurance planning. From there I learned that families were unaware of how their investments and insurance policies were connected within their overall financial picture.

This insight gave my enthusiasm to become a creditable resource for my clients. I hold two of the most coveted industry designations; the CERTIFIED FINANCIAL PLANNER® professional (CFP®) and Chartered Financial Consultant® (ChFC®). My business consists of reviewing and implementing strategies to help individuals, families, and business to both grow and protect their financial futures.

On a personal note, I was born and raised in Auburn, NY which is where I reside today with my wife Stephanie and two sons Benji and Noah. In 2015 Gillian DiMora and I created an office in Downtown Auburn.

Why did I join Cypress? It is important for me to make a difference in individuals’ lives, which is why after being presented the opportunity of joining the Cypress group, I knew this would be a great opportunity to continue to learn from established advisors and work with them. This will help me better serve my clients and expand my practice to others. My practice will be enriched by running different ideas and thoughts by other professionals on our team.

In closing, I want to thank all my current clients for trusting me with their financial futures. I am motivated and excited to meet new individuals and families to help with your financial decisions if granted the opportunity.