Shawn Perkins, CFP®, AWMA®
Fee-Only Financial Planner Guiding 30-60+ Year Olds To A Confident Future.
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Serving Clients Nationwide
Fee-Only Financial Planner Guiding 30-60+ Year Olds To A Confident Future.
Areas of Focus
- Estate Planning
- Financial Planning
- Investment Management
- Long-Term Care
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
- Tax-Efficient Planning
About Shawn Perkins, CFP®, AWMA®
Hi, I'm Shawn Perkins, Founder and Financial Planner at Genuine Wealth Solutions.As a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience, I have been where you are—facing the complexities of financial planning with both apprehension and hope. At Genuine Wealth Solutions, our mission is deeply rooted in the belief that wealth is more than just numbers and investments; it's freedom from uncertainty and the ability to achieve your goals on your own time. I understand the intricate dance between living for today and planning for tomorrow.
My journey in the financial world has been marked by a commitment to learning and empathy. My expertise is not just in numbers but in understanding the human element behind every financial decision. My unique approach stems from my personal experiences and professional certifications, including my status as a CFP® professional.
I have successfully guided hundreds of individuals to reach financial independence, helping them replace uncertainty with confidence.
Professional Designations
- Accredited Wealth Management Advisor (AWMA)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
5620 Kildare Dr, Richmond, VA 23225
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. 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 Genuine Wealth Solutions
Genuine Wealth Solutions is built around the belief that wealth is more than just numbers and investments—it's freedom from uncertainty and the ability to achieve your goals on your own time.Who We Serve
Whether you're near or in retirement, or in the midst of your career, we work with driven individuals who want to take control of their financial future with confidence. Our services are tailored for those approaching or in retirement who want comprehensive guidance, as well as individuals in their working years who are focused on building a strong financial foundation.
Our Services
We offer Fee-Only Comprehensive Financial Planning designed to give you a holistic understanding of your finances, including personalized retirement strategies, tax and estate planning, health and long-term care planning, Social Security planning, and investment management. Our investment approach is built on transparent, straightforward components—cash, equity funds, and bond funds—with no surrender periods or hidden charges, so your portfolio stays accessible and adaptable to whatever comes your way.
Transparent Pricing
We believe quality financial planning is an investment in your future, so we maintain a transparent fee structure that helps you understand exactly what you're paying for and why, rather than relying on commissions or product sales.
Investment advisory services are offered through Genuine Wealth Solutions, LLC, an investment adviser registered with the Commonwealth of Virginia.
Education
Roanoke College, Bachelor of Business Administration (BBA), Business/Office Automation/Information Technology/Data Entry/Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
- Mid-Career Professionals
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