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Shawn Waked

Shawn Waked

Shawn is the owner and branch manager of Summit Investment Group. He specializes in helping clients from all socioeconomic backgrounds put together a road map for their financial future by navigating the complex landscape of personal finance. He has dedicated his professional career to helping others achieve their individual financial goals. His diverse background as a mortgage broker, insurance agency owner, and a CERTIFIED FINANCIAL PLANNER™ professional gives Shawn comprehensive knowledge to help families and businesses alike build, preserve, and manage their personal wealth.

Like most CERTIFIED FINANCIAL PLANNER™ professionals, Shawn is able to build out and offer comprehensive financial planning and investment services.  However, Shawn also brings additional expertise from extensive training in behavioral finance and financial therapy. Aside from obtaining his Master’s in Personal Financial Planning from Kansas State University (K-State), he also holds a Certificate in Financial Therapy from K-State.

Currently Shawn volunteers as a committee member of the Financial Therapy Association, working with top minds in behavioral economics, personal finance, and mental health practitioners in an effort to build out this new field.  Shawn’s specialized training not only allows him to help produce more customizable financial plans for his clients, but it allows him to better coach, educate, and motivate his clients to reach the goals they establish, increasing their overall financial satisfaction.

Shawn can also help those who have complex individual or family financial issues or concerns such as:

  • Spouses that have very different perspectives on how to manage and invest their money
  • Working with widows and recent divorcees with their finances
  • Parent child interactions when there are ongoing conflicts around money or concerns about money management when the parent passes away
  • Helping people that earn high wages, but cannot reach financial savings goals realize those goals
  • Assisting in resolving multi-generational and extended family money conflicts
  • Educating and guiding those who receive sudden wealth

When Shawn is not helping others plan for their future, he enjoys spending time with his wife Theresa and their high energy Doberman, Scarlett. They reside in Santa Fe, NM, but love to travel and explore. When not traveling or working, you can often find them volunteering around downtown Santa Fe, biking or hiking on trails, or visiting the local markets, art galleries, and festivals. Shawn is also an avid reader.

Raymond James is not affiliated with the organization(s) listed above.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Securities are offered through Raymond James Financial Services, Inc.

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.