Shawn Anderson
Wayne, PA
As a Kades-Margolis Financial Professional, Shawn works with educators, school district employees, and their families. Shawn enjoys assisting clients with their individual and family financial needs, especially those willing to review all investment and retirement plans to work toward proper diversification.
Shawn implements comprehensive plans for his clients to help with their retirement, insurance, long-term care, and legacy planning needs.
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 helps prepare his clients for retirement and beyond. Before joining Kades-Margolis Corporation, Shawn spent ten 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 lives in Berwyn, Pennsylvania, with his wife, Corey, and their three children, Lila, Tyler, and Keira. He enjoys spending time with his family, playing basketball, and working out outside of work.
Wealth Accumulation
One of the most gratifying parts of working with clients is establishing savings and investing strategies to help them build and accumulate wealth over the long term. Whether saving for retirement or any other specific goal, wealth accumulation is the first step to financial independence. I work with clients to review their current investment allocation and savings rates to ensure they align correctly with their goals.