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Shanna Tingom

AAMS®
Heritage Financial Strategies
Gilbert, AZ
Making Money Fun
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Meet Shanna

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Introduction - Shanna Tingom
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Heritage Tracing - Shanna Tingom
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Women Advisory and Divorce Planning - Shanna Tingom
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How an Advisor Gets Paid - Shanna Tingom
Video Transcripts

Shanna has more than 20 years of experience in the financial services industry and specializes in working with female entrepreneurs, business owners and leaders as well as individuals experiencing life transitions such as marriage or divorce. Her main focus is helping others take charge of their financial future.

After years of struggling to fit into the corporate mold, Shanna made the decision to become an independent advisor. She earned a…

Shanna has more than 20 years of experience in the financial services industry and specializes in working with female entrepreneurs, business owners and leaders as well as individuals experiencing life transitions such as marriage or divorce. Her main focus is helping others take charge of their financial future.

After years of struggling to fit into the corporate mold, Shanna made the decision to become an independent advisor. She earned a bachelor’s degree in business from William Penn University and a master’s degree in organizational management from the University of Phoenix. Shanna currently holds FINRA Series 7 and 66 licenses and the Accredited Asset Management Specialist℠ designation. She considers herself a life-long learner and keeps apprised of changes in the financial industry.

Since opening Heritage Financial Strategies, Shanna has been a regular contributor to Investopedia.com, Kiplinger’s Personal Finance online, and Born2Invest.com as well as Gilbert Woman Magazine. She makes frequent public speaking and guest radio appearances in Phoenix and nationally as well as hosts her own podcast, “Making Money Fun” which can be found on iTunes.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Lgbt services

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Commission-based
Based on % of assets
Fee & Commission
Flat Fee

Certifications and licenses

AAMS® - Accredited Asset Management Specialist℠

Education

Bachelors - William Penn University
MA - University of Phoenix-Arizona
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