Shawn Manaloto, CPA, MST, CFP®

BACKGROUND & EXPERTISE
Shawn Manaloto has been an Associate Wealth Management Representative with since 2018 and has a background in personal financial services. Shawn started out his career in the tax department as a Certified Public Account (CPA) at Plante Moran, PLLC, a mid-sized public accounting firm in the Midwest, where worked with individuals and small businesses with tax planning and compliance. He earned a B.S. in Finance at Northeastern Illinois University and an M.S. in Taxation from DePaul University's Kellstadt Graduate School of Business. 

PROFESSIONAL APPROACH
Shawn takes great pride in understanding his clients' financial goals and dreams. He enjoys learning new strategies and technologies to help clients with their financial situation.

PERSONAL FULFILLMENT
Shawn is a longtime Illinois resident. He is interested in innovation and technology, cultures, and travel. He hopes to travel to as many countries as possible and to visit all 50 states in the future. 

EDUCATION & CREDENTIALS
B.S. in Finance - Northeastern Illinois University - Chicago, IL
M.S. in Taxation - DePaul University (Kellstadt Graduate School of Business) - Chicago, IL
Certified Public Accountant (CPA)
Certified Financial Planner (CFP®)
SIE and Series 7 and 66
Illinois State Life & Variable Insurance Producer
Illinois State Health & Accident Insurance Producer

Shawn is a registered administrative assistant with Cetera Advisors LLC, member FINRA/SIPC.  Cetera is under separate ownership from any other named entity.