CFP®, Certified Financial Planner™, MBA
Sacramento, California Area
- Current
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- Owner and Financial Advisor of Comprehensive Wealth Management at LPL
- LPL Branch Manager and Registered Representative at LPL Financial
- Past
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- Vice President, Financial Advisor at A.G. Edwards
- Vice President, Financial Advisor at Morgan Stanley Dean Witter
- Vice President, Branch Manager, Financial Advisor at Bank of America
- AVP Trust Department, Closely Held Business Unit at First Interstate Bank
- Commercial Loan Officer at US Small Business Administration
- SSgt, Accounting and Finance at United States Air Force
- Education
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- Golden Gate University
- California State University-Sacramento
- Recommended
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2 people have recommended Shawn - Connections
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150
connections
- Industry
- Financial Services
- Websites
Shawn Claycomb’s Summary
Shawn Claycomb takes great pride in helping his clients plan to accumulate and preserve their wealth so that they're free to enjoy the life they deserve. He understands the more wealth you accumulate, the more options, obstacles and challenges you face.
As a CERTIFIED FINANCIAL PLANNER™ Professional with more than 25 years experience, Shawn holds an MBA in Finance and has taught graduate courses in Economics, Finance and Investments. Affluent families throughout Northern California have come to rely on his comprehensive knowledge and attention to detail in helping them plan for the future.
As an independent financial services professional, Shawn has the freedom to offer non-biased financial strategies that work best for each of his clients. He can customize an investment management plan to help you organize and coordinate your financial affairs, keep your investments diversified and properly allocated for optimal effectiveness and safety, and structure assets to provide needed income, growth and tax efficiency.
*Shawn Claycomb is a registered representative with, securities and advisory services offered through LPL Financial, Member FINRA/SIPC
**LPL representatives offer access to Trust services through The Private Trust Company N.A., an affiliate of LPL Financial
The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, GA, HI, MN, NC, NJ, NV, OH, OR, PA, SC, SD, TX
Shawn Claycomb’s Specialties:
Small Business Owners, Executives, and Professionals.
Comprehensive Wealth Management and Financial Planning.
Wealth Transfer - Retirement Plan Rollover, Sell of business, Stock Options, Death and Inheritance.
Tax Saving Strategies.
Tactical Investment Management.
Shawn Claycomb’s Experience
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Owner and Financial Advisor of Comprehensive Wealth Management
LPL
(Privately Held; Financial Services industry)
2003 — Present (7 years )
Shawn Claycomb, CFP®, MBA is President of Comprehensive Wealth Management, Inc. an independent financial services firm affiiliated with LPL Financial.
About LPL Financial
LPL Financial is a leading source of independent objective advice for accumulating and managing personal wealth.
Because LPL Financial doesn’t offer proprietary products or engage in investment banking activities, Shawn can devote his time and energies to understanding your individual financial objectives and provide unbiased investment recommendations that best suits your needs.
• #1 independent broker/dealer in the nation.*
• Over $3.1 billion in revenue.**
• Over 12,500 affiliated financial advisors nationwide.
• Over 3,000 staff with headquarters in San Diego, Boston, and Charlotte.
• Over $300 billion in assets as the broker/dealer of record.**
* As reported by Financial Planning magazine, June 1996–2009.
** As of December 31, 2008. -
LPL Branch Manager and Registered Representative
LPL Financial
(Privately Held; Financial Services industry)
2003 — Present (7 years )
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Vice President, Financial Advisor
A.G. Edwards
(Public Company; AGE; Financial Services industry)
2000 — 2003 (3 years )
I was recruited to A.G. Edwards from Morgan Stanley. At the time they offered a broad spectrum of investment products and services to help my clients, great research, and they did not have any proprietary products. . It was a great experience and helped broaden my horizons. I left because I wanted to start my own business. This gave me the freedom to offer Comprehensive Wealth Management custom tailored to each clients needs.
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Vice President, Financial Advisor
Morgan Stanley Dean Witter
(Public Company; MS; Financial Services industry)
1999 — 2000 (1 year )
I was recruited to Morgan Stanley from Bank America Investment Services. At the time they offered a broader spectrum of investment products and services to help my clients. It was a great experience. I left because I wanted to work for a firm that offered independent research and did not try to influence advisors into using proprietary products. At that time, some of their proprietary mutual funds had a track record of under performing their peer groups.
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Vice President, Branch Manager, Financial Advisor
Bank of America
(Public Company; BAC; Banking industry)
1988 — 1998 (10 years )
I was a branch manager back in the days when a branch manager had the loan authority to make small business loans and make credit decisions for it's customers. I helped with the financing of commercial loans and lines of credit, commercial real estate loans, SBA loans, merchant card services and payroll. I worked one on one with our preferred clients to give them personal assistance with all of their banking needs. My hard worked earned me promotions to larger and larger branches and the Circle of Excellence award with Security Pacific Bank prior to their merger with Bank of America. I successfuly merged a Security Pacific Bank branch and a Bank of America branch during their merger. Both Chairman of the Boards, Robert Smith and Dick Rosenberg, visited my branch to thank me and the staff for our hard work. In 1993 I transitioned over to Bank America Investment Services to help our High Networth Clients with their investment needs.
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AVP Trust Department, Closely Held Business Unit
First Interstate Bank
(Public Company; Banking industry)
1985 — 1987 (2 years )
I helped run the Closely Held Business Unit of the Trust Department. We were responsible for managing closely held business interest held in the trust. I was specifically responsible for the financial analysis and performing business valuations for the closely held businesses. I performed business valuations for small to mid size businesses throughout the United States. I never had a business valuation that was overturned in or out of court. This became a substantial revenue source for the Trust Department and resulted in our department converting from a cost center to a profit center.
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Commercial Loan Officer
US Small Business Administration
(Government Agency; Government Administration industry)
1983 — 1985 (2 years )
I was responsible for making commercial loans to small business owners throughout the western United States that had been affected by natural disasters. I earned Congressional recognition and the U.S. Small Business Outstanding Achievment Award for helping out farmers and local business owners that were effected by drought. I helped fisherman in Alaska and the west coast that have been effected by El Nino. Thousands of small business owners have financed with the assistance of the U.S. Small Business Administration.
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SSgt, Accounting and Finance
United States Air Force
(Government Agency; Defense & Space industry)
1978 — 1983 (5 years )
I worked in Accounting and Finance during my five years in the Air Force. During this time I tried to "Be All You Can Be". This afforded me the opportunity to complete my college education and gain valuable experience. This is where I got my start in giving financial advice. I helped with financial counseling and budgeting for other members of the Air Force that were having financial difficulty. I volunteered to be in the USAF Honor Guard and the Drum and Bugle Corp. My achievements earned me advance promotions and the "Air Force Commendation Medal". I am proud to have served my country.
Shawn Claycomb’s Education
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Golden Gate University
MBA , Business, Finance , 1983 — 1985
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California State University-Sacramento
BS , Business , 1980 — 1983
Additional Information
Shawn Claycomb’s Websites:
Shawn Claycomb’s Interests:
Cycling, Hiking, and Swimming
Shawn Claycomb’s Groups:
Rotary, Parkinsons Foundation, Financial Planning Association, Chamber of Commerce, Community Concert Association
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Golden Gate University -
CERTIFIED FINANCIAL PLANNER™ Certificant -
Financial Planning Association
Shawn Claycomb’s Honors:
United States Air Force Commendation Medal, US Small Business Administration Outstanding Achievment Award, Bank of America Circle of Excellence Award
Shawn Claycomb’s Contact Settings
Interested In:
- expertise requests
