Shawn Srivastava, APMA®
Portfolio Operations Associate
Shawn recently graduated from Michigan State University with a bachelor’s degree in finance and a minor in financial planning and wealth management. Shawn started at the firm as an administrative coordinator, moved into a client service role, and is now part of the financial planning and operations team at C2 Private Wealth.
Shawn is a fiduciary who holds a Series 65 securities license and is also licensed in life and health insurance in Michigan. He also holds the APMA®(Accredited Portfolio Management Advisor) designation.
Shawn loves to spend his free time at the gym, playing basketball and lifting weights. He also enjoys hanging out with friends, traveling, and watching basketball and football.
Every C2 client journey starts with education.
We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.