Shawn Kindt, CPA/PFS, CFP®
Shawn has over 20 years of wealth management, investment advisory and tax planning experience. At Fairman, Shawn assists clients and their families with optimizing all aspects of their finances including cash flow, strategic planning, taxes, debt management and investment portfolio construction, implementation, monitoring and rebalancing. He offers particular expertise as a life transition specialist to those contemplating a second career or retirement, recently divorced or recently widowed. As an investment advisor he assists clients with all areas of asset allocation, investment policy implementation, manager research, efficient portfolio structuring and performance monitoring. Prior to joining Fairman, he served as an experienced manager in the Private Client Services group in the Philadelphia office of Arthur Andersen. During his career with Arthur Andersen, Shawn provided extensive investment advisory, financial planning and income tax planning services to high net worth individuals and families.
Shawn is a Certified Public Accountant who holds the AICPA’s Personal Financial Specialist designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. He is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. He holds a BS in Accounting from Drexel University and a Master of Science degree in Financial Services from Saint Joseph’s University.