Shaun O’Quinn, RICP®
Clear Retirement Guidance, in Plain English
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O'Quinn & Associates Wealth Advisors
Shaun O’Quinn, RICP®
Jesup, GA
Serving Clients Nationwide
Clear Retirement Guidance, in Plain English
Areas of Focus
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Shaun O’Quinn, RICP®
Hi, I'm Shaun O'Quinn. I grew up in Tennessee but was born in Baxley, Georgia. When I was 14 my family moved to Jesup, Georgia, where I've spent most of my life.I'm proud to be a Wayne County High School graduate and a Georgia Southern University alum, holding a Business Degree with a major in Finance. Post-graduation, I explored roles in various financial institutions before founding O’Quinn & Associates, INC. in 1999.
Family is my foundation. I married the wonderful Holly Deal in 1998, and we're blessed with two amazing children, J.C. and Brylie Mae. Faith keeps me grounded as a devoted member of Calvary Baptist Church.
I'm deeply embedded in the Jesup community:
▪️ President & Board Member, Chamber of Commerce (for 7 years)
▪️ Other past roles:
- President & Board Member of Wayne County Exchange & Jesup Rotary Club
- Chairman, Wayne County Family Connection & Downtown Development Authority Board for Jesup
- Archfest Committee Member & Graduate of Leadership Wayne, 2002
- Founder, Wayne County Community Toy Drive & Day for Wayne Event
My awards & recognition:
▪️ Golden Eagle Award (Boy Scouts of America, 2008)
▪️ Business Leader of the Year (Wayne County Chamber of Commerce, 2009)
▪️ 6-time All-American Winner (Country Financial)
▪️ Retirement Income Certified Professional (American College of Finance and Insurance, 2017)
Professional Designations
- Retirement Income Certified Professional (RICP)
Primary Location
212 South First St. Ste 1, Jesup, GA 31545
Additional Locations
📍 604 S. Veterans Blvd. Glennville, GA 30427
📍 108A N. Main St. Reidsville, GA 30453
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a meeting with me in our Jesup office. Or give me a call at 912-385-1000. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About O'Quinn & Associates Wealth Advisors
Navigating the financial landscape can be daunting, especially when life's milestones are on the horizon. Early-stage professionals often grapple with building a solid foundation; mid-term individuals face the challenge of ensuring their wealth grows sustainably; and those on the cusp of retirement seek strategies to maximize and protect their accumulated assets.Diversification is a strategy designed to help manage investment risk. It does not guarantee a profit or protect against investment loss in declining markets.
All investing involves risk including the possible loss of principal. No strategy assures success or prevents loss.
To overcome these challenges:
▪️ For Early-Stage Professionals: Prioritize establishing an emergency fund and diversifying investments to build a resilient financial base.
▪️ For Mid-Term Individuals: Regularly review and adjust your portfolio to align with changing life goals and market conditions.
▪️ For Those Nearing Retirement: Consider shifting toward more conservative investments and exploring annuity options for guaranteed income.
▪️ Everyone should stay updated with market trends and adjust strategies accordingly through continual financial education.
▪️ Engaging with a trusted financial advisor to get personalized advice tailored to your unique situation.
At O’Quinn & Associates, we understand the intricacies of financial planning across different life stages. Our dedicated team, in partnership with esteemed institutions like Penn Mutual Life Insurance Company, offers a plethora of services -- from life insurance and estate planning to retirement planning, ensuring our clients' financial futures are secure and prosperous.
We pride ourselves on working hard to provide the best possible service to our clients. Being able to help people is a central part of our lives, and we’re happy we can be of service to our clients and community. Open and honest discussions make it easy for our clients and us to connect and ultimately help them address their financial goals.
Let's chat if you would like to explore how my process could benefit your future. Whether or not we partner, I am confident that our call will be full of insights and actionable steps to help you achieve your goals.
Wealthtender is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Road, Horsham, PA 19044, 800-873-7637, www.htk.com. O’Quinn and Associates is unaffiliated with HTK.
Education
Georgia Southern University, Bachelor of Business Administration (BBA), Finance, General
Hobbies and Interests
- Church
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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