Shawn Anderson, CLU, TGPC, CLTC
Toll Free: (800) 433-1828 ext. 155
As a Kades-Margolis’ Financial Advisor, Shawn works with educators and school district employees and their families. He specializes in retirement planning. He enjoys assisting clients with their individual and family financial needs, especially those who are willing to review all investment and retirement plans to insure proper diversification.
“I meet with my clients annually to conduct a financial review,” said Shawn. “This meeting allows us to assess their portfolio and make strategic plans for their future. My commitment to my clients is to help them plan for a satisfying and secure retirement. It is important for my clients to know that for more than 40 years, PSEA has selected Kades-Margolis Corporation as its exclusive endorsed provider of investment planning and retirement services.”
Shawn has a broad background in retirement planning. His knowledge of PSEA, the Public School Employees’ Retirement System (PSERS) and the needs of individuals within the educational community, help prepare his clients for retirement and beyond. Before joining Kades-Margolis Corporation, Shawn spent 10 years with Comcast-Spectacor. There, he was responsible for all aspects of sales and marketing for the Philadelphia 76ers and the Philadelphia Flyers.
Shawn is a graduate of East Stroudsburg University. He is a Registered Representative of GWN Securities, Inc., an independent registered broker-dealer. He is registered to offer managed advisory services, mutual funds, variable annuities, individual stocks and bonds.
Shawn has earned the following designations – Charted Life Underwriter (CLU), Tax-Exempt & Governmental Plan Consultant (TGPC), and CLTC (Certification in Long-Term Care). Shawn is a member of the National Tax Sheltered Accounts Association (NTSAA). NTSAA is America’s Premier professional association serving the 403(b) marketplace.
Shawn lives in Berwyn, Pennsylvania with his wife, Corey, and their daughter, Lila. Outside of work, he enjoys spending time with his family, playing basketball, running and working out.