Areas of Focus
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Financial Life Planning
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Investment Management
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Retirement Planning
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Taxes
About Me
Hi, I'm Shawn Clagg, owner of Choc Wealth Management in Tulsa, Oklahoma. I have been dedicated to providing tax preparation and financial planning services since 2000.
My career began in Dallas and Frisco, Texas, and in 2005, I moved back to Oklahoma. In 2010, I co-founded Burkeen Clagg Bartel CPA’s (BCB) and served clients until 2020. After a decade at BCB, I transitioned to the role of CFO for a start-up that focused on acquiring and managing veterinary practices nationwide. This diverse experience has equipped me with a wealth of knowledge that benefits my clients.
On a personal note, my wife, Carole, and I are from McAlester, Oklahoma. Carole is a math teacher at Bixby Public Schools. We are proud parents of two wonderful children: Molly, who is studying nursing at Oklahoma State University, and Tyler, who plans to pursue pre-med at the University of Oklahoma. My family and I are members of The Park Church of Christ.
Like many parents, my life revolves around spending quality time with my kids and guiding them to become kind, responsible individuals. In my spare time, I enjoy fishing (especially for crappie) and playing golf, even if I'm not particularly skilled at either.
My approach to financial planning is driven by key personal values:
✔️ Service Orientation: My primary motivation has always been to serve others, which drives my commitment to excellence in my work.
✔️ Integrity: While it may seem basic, integrity is essential in today’s world, and I strive to uphold it in all my dealings.
✔️ Intentionality: Financial planning is fundamentally about creating intentional strategies to achieve your goals. This mindset is crucial to my practice.
✔️ Extensive Experience: With over 20 years in tax preparation and planning, I view financial matters holistically, considering all aspects of my clients' financial lives.
✔️ Creative Problem-Solving: I excel in thinking outside the box. I am very good at developing ideas and solutions for financial success.
I understand that everyone’s goals are unique, and I am committed to aligning your goals with sound financial strategies.
Professional Designations
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Certified Public Accountant (CPA)
Primary Location
Tulsa, Oklahoma
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Fee Only
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Flat Fee
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Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. 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
Offers Tax Preparation
Yes
About our Firm
At Choc Wealth Management, we offer financial planning and advice for a fee. In other words, we do not accept commissions or other incentives; the only person who pays us is you. This means our advice is impartial and is not commission-driven.
Doesn’t it make sense to work with an advisor who is objective and neutral?
Let’s focus on what is in your best interest.
Accessible Financial Support
We strongly believe in providing accessible financial advice and investment management for everyone, regardless of their financial situation.
Whether you are just starting out and need some direction or further along in your financial journey and thinking about retirement, we align our service to your needs.
We offer three models of service, depending on your situation.
For most clients, the fees are billed directly from investment/retirement accounts on a quarterly basis. We also have the option of paying directly through credit/debit card or ACH.
During our initial consultation, we will determine together which engagement makes the most sense for you.
Education
East Central University, Bachelor's degree, Accounting and Finance
Hobbies and Interests
- Church
- Family
- Fishing
- Golf
Who We Serve
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Baby Boomers
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Business Owners
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Corporate Executives
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Dual Income Family
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Gen X