Kevin Shorts, CFP®, PFS

Office: (480) 834-6030

Direct: (480) 610-1044

kshorts@sw-cpa.com

CERTIFIED FINANCIAL PLANNER™ (CFP®),
Personal Financial Specialist (PFS)

 

“My goal is to be the first person you call when you have to make a decision that impacts your financial future. My clients know they can count on me to be empathic and provide a quality solution, no matter how big or small the situation may seem.”

 

When you face uncertainty in life, you want to someone to talk to who is present and sincere. This is my approach to wealth advisory. I enjoy hearing about you, your family and your goals, and I strive to respond with honesty and compassion. I work with you to find solutions and resolve conflicts between your personal goals and your financial assets.

 

I have been affiliated with SW WealthCare Services since 2008. My prior experience as a managing director of a large financial services firm was instrumental in the development of my personalized and collaborative approach to wealth management. I take away the noise and confusion within the marketplace and focus on the goals you have for yourself and your loved ones.

 

I earned my B.S. in Accounting from Brigham Young University and consider myself a “recovering CPA.” I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Personal Financial Specialist (PFS) and have passed the Series 65 Arizona Life and Health Producer, and Long-Term Care Insurance exams.

 

My focus in life is my wife, Tammy and our five talented children. When I’m not coaching one of their teams or attending one of their many activities, I like to golf, workout and – believe it or not – cut hair.