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Delta Community Retirement & Investment Services
Shaun M. Crawley, AIF®, CFP®, RICP®
LPL Financial Advisor
Specialties: Retirement Planning, Retirement Income, Social Security Planning, Estate Planning Conversations, Investment Management, Sudden Wealth Management
Shaun Crawley found his life's work in helping members make knowledgeable financial decisions, and he has invested the last twenty years doing just that. Having followed the same career advice he gives to his two daughters, “Find something you love and you’ll never work a day in your life,” he considers his career a privilege. Shaun's passion for his work and dedication to continuous learning proves daily that he truly is spending his days doing what he loves.
Shaun specializes in retirement planning, and strives to be a trusted partner up to and through retirement. He promises every Credit Union member he works with two things: to help them make informed financial decisions and to help them avoid unintended financial oversights. He strives to deliver on this promise by asking the right questions, listening carefully and presenting appropriate solutions; all while considering the emotional and, sometimes, the lifestyle aspects of each situation.
Shaun has helped to research, write and present a variety of the workshops offered through Delta Community Retirement & Investment Services. He likewise participates in many local and national conferences by the Financial Planning Association®. Originally from New England, Shaun and his wife Connie, an educator, live in Fayette County, the community where they raised their two daughters. When not helping Delta Community members, Shaun can be found volunteering regularly for community service, including his favorite activity of serving as a tour guide at the Delta Air Lines Flight Museum.
Connect with Shaun on LinkedIn®
Education:
- Masters in International Management, Thunderbird School of Global Management, Arizona State University
- Bachelor of Business Administration, Western New England University
Certifications | Licenses:
- FINRA® SIE, Series 6, 7, 62, 63, 65 with LPL Financial
- Accredited Investment Fiduciary® marks
- CERTIFIED FINANCIAL PLANNER™ professional*
- Retirement Income Certified Professional®
Locations Served:
- Fayetteville (Summit Point)
- Peachtree City (Wisdom Road)
*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.
RICP® conferred by The American College
LPL Financial
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.
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