Overview
As a Senior Financial Planner in Aprio’s Wealth Management practice, Shane Allen advises affluent individuals and families as they build, preserve, and transfer wealth. He works closely with Aprio’s wealth advisors, tax accountants, and client service specialists to solve complex tax, estate, retirement and cash-flow planning problems.
Experience
Shane’s practical planning approach is tailored by the breadth of his financial services experience. Prior to joining Aprio, Shane held advisory roles at a public accounting firm, wealth management firm, and global consulting firm. His technical acumen, communication style and skill as an advisor deliver the insights and clarity clients need to make informed financial decisions with confidence.
Education & Affiliations
Shane earned a Bachelor of Science in Family and Consumer Sciences: Financial Planning from the University of Georgia. He is a Certified Financial Planner™ and holds the Series 65 license.