Shaan is a Wealth Advisor at LourdMurray. Since joining the practice in 2015, he has worked exclusively with entertainers, musicians, athletes and multi-generational families. Shaan and his team of credentialed practitioners tailor financial solutions to complement clients’ business management, tax and estate planning teams. As a fee-only advisor, Shaan supports dozens of growth and legacy family entities, delivering comprehensive financial planning and investment management disciplines including tax, retirement, estate, insurance, education and charitable gifting.
Born and raised in Los Angeles, Shaan returned to his hometown after earning his Bachelor’s degree in Sports Management & Finance from Syracuse University. He is a husband, father and avid sports fan who enjoys spending his free time on the golf course and softball field. Shaan is a Chartered Financial Consultant (ChFC®) and holds a certificate in Personal Financial Planning (PFP).
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