Wes Shannon, CFP® SJK Financial Planning, L.L.C.

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About Wes Shannon, CFP®, LUTCF

Wes is a native of Fort Worth, TX where he started his career as an insurance agent for his family’s independent insurance agency. After working decades in the insurance and financial services industry, he left insurance to do full-time financial planning and investment advising. Wes is the founder of SJK Financial Planning (SJK are the initials of Wes’ children).

Wes has a bachelors of business administration from the University of North Texas majoring in Financial Planning. In addition to being a Certified Financial Planner™ Professional, Wes is a Life Underwriters Training Council Fellow (LUTCF). Wes is an active member of the DFW chapter of the Financial Planning Association.

Wes enjoys the outdoors participating in backpacking, hunting, fishing, canoeing, and camping. He likes to cook, garden and read. He has a passion for old movies and is a Turner Classic Movie fan. As Wes would say, “I love good story telling, thats what I look for in old movies”.

Expect Wes to listen to your story and dreams; then work in a sincere manner to help you reach your dreams.

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Ideal Clients

  • Baby Boomers
  • Business Owners
  • HENRY (High Earners, Not Rich Yet)
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $8000+/engagement
  • Hourly Fee: $250+/hr
  • Assets Under Management: starting at 1.25%

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