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Mr. Poer joined Kestra Financial in 2003 and has served as President of Kestra Financial since September 2008. FSI and its member firms are committed to the prevention of elder monetary abuse. Nevertheless research exhibits that most monetary advisors are in poor health-prepared and missing in data that’s basic to these disciplines.

As a member of the Monetary Services Institute, you’ve entry to the FSI CoveredAdvisor Advantages Program. With more than 30 years of investment expertise, Shawn makes a speciality of serving to individuals, companies and associations achieve their funding objectives via cautious and thorough monetary planning.

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