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Shawn Williamson

CFP®
Allegiance Financial Group
Vienna, VA
Helping achieve what matters most.
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Meet Shawn

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What Differentiates Me - Shawn Williamson
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Our Client Approach - Shawn Williamson
Video Transcripts

Shawn M. Williamson co-founded Allegiance Financial Group, LLC in 2001 with a vision of offering independent and consultative financial services to his clients. His goal was to develop lifelong relationships with successful families and business owners, helping them to achieve financial success. Working in the financial services industry since 1996, Shawn felt that being independent would be the best way to serve his clients and offer them a unique experience…

Shawn M. Williamson co-founded Allegiance Financial Group, LLC in 2001 with a vision of offering independent and consultative financial services to his clients. His goal was to develop lifelong relationships with successful families and business owners, helping them to achieve financial success. Working in the financial services industry since 1996, Shawn felt that being independent would be the best way to serve his clients and offer them a unique experience with a high level of service. In addition to investment consulting, Shawn collaborates with other professionals to coordinate issues involving estate planning, tax planning and insurance needs.

Shawn graduated Magna Cum Laude with a Bachelor of Business Administration in Finance with a concentration in Economics from James Madison University. Prior to founding Allegiance Financial Group, Shawn was a financial advisor at Fortis Investors with his current business partner, Assaf Pinchas. He holds the Certified Financial Planner™ certification which he received in 2002.

Shawn is an avid sports fan and enjoys spending time with family and friends. He is a long time Virginia resident and currently lives in Alexandria, Virginia.


Services offered

Investment management
Financial planning
Retirement planning
College planning

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors
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