Shawn Hsieh, MBA, CFA®, CFP®
After seeing my parents been advised into locking in all of their life savings in some wildly-inappropriate financial products by a commission driven salesman, I devoted myself into many years of education on all things finance. My aim was to help my family and friends steer clear of costly financial mistakes in life, and to achieve their financial freedom.
Shawn leads the firm’s advanced financial planning and family office team. He is also a voting member of the Investment Committee where he participates in investment selection, research, and asset allocation decisions. Prior to joining Highline, Shawn was part of City National Bank’s Private Banking division working with ultra-high-net-worth clients. In addition to his private banking experience, Shawn held position's at Prudential’s Non-Qualified Pension division developing plans and strategies for Fortune 500 Companies.
Shawn received his M.B.A. from the University of California, Los Angeles, and is a CFA Charterholder, a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent.
Outside of work I enjoy tennis, traveling, snowboarding, motorcycle riding and volunteering in my local community.