Shawn Benedict CFP®
Shawn Benedict is committed to providing clients customized and integrated wealth management strategies with a bachelor’s degree in Financial Planning from SUNY Alfred, and 14 years of industry experience. He currently holds professional licenses including: FINRA Series 7, 24, and 66, held with LPL Financial, as well as Life, Accident and Health Insurance, and his CERTIFIED FINANCIAL PLANNER™ designation.
Based out of Olean, NY, he enjoys skiing in the winter and spending time at Lamoka Lake with his wife Barbara and daughter Liliana in the summer.
Shawn works with a network of highly skilled individuals at Community Investment Services to provide financial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services