Shawn Williamson, CFP®
Helping you achieve what matters most.
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Allegiance Financial Group Advisory Services, LLC
Shawn Williamson, CFP®
Vienna, VA
Serving Clients Nationwide
Helping you achieve what matters most.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Shawn Williamson, CFP®
Shawn Williamson moved to Arlington, Virginia in 1996 after graduating magna cum laude with a Bachelor of Business Administration in finance with a concentration in economics from James Madison University. He began his career in 1996 as a financial advisor at Fortis Investors. There he met Assaf Pinchas, and together they founded Allegiance Financial Group, LLC in 2001.Shawn earned the CERTIFIED FINANCIAL PLANNER™ certification in 2002. Together with Assaf Pinchas and Charlie Cooke, Shawn founded their own registered investment advisor firm, Allegiance Financial Group Advisory Services, LLC in 2021.
Shawn focuses on helping busy individuals and families make smart financial decisions with their money by building long-term relationships and understanding what matters most to his clients. His passion is helping clients ignore the noise and avoiding the mistakes that could prevent them from achieving financial success. He uses a holistic approach to understand their dreams, develop a plan, and help them to stay on track.
Shawn enjoys soccer and is an avid college basketball fan. He stays involved with his step-kids’ sports and activities. He loves hiking with his wife, gardening, working out, and getting together with his lifelong friends. He is a long time Virginia resident and currently lives with his family in Falls Church.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
374 Maple Avenue East Suite 204 Vienna, VA 22180
Additional Locations
📍 265 Racine Drive, Suite 204, Wilmington, NC 28403
📍 201 North Spence Avenue, Suite 407, Goldsboro, NC 27534
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to call us or complete the brief form to get in touch. 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 Allegiance Financial Group Advisory Services, LLC
At Allegiance Financial Group Advisory Services (AFGAS), our mission is to empower our clients in achieving what truly matters to them. We foster enduring relationships by prioritizing our clients' interests above all else.Through our holistic and consultative approach, we assist our clients in safeguarding and expanding their wealth, allowing them and their loved ones to focus on what matters most to them in life.
We believe that success lies in the lasting connections we build and the positive impact we make in the lives of our clients. By offering tailored solutions and unwavering support, we strive to be the trusted partner our clients can rely on for a lifetime, enabling them to pursue their dreams and create a meaningful legacy.
Our Services
▪️ Wealth Management
▪️ Financial Planning
▪️ Retirement Planning
▪️ Tax Planning
▪️ Business Planning
▪️ Estate Planning
Ready for the next step?
It's your life; you should live it the way you want. AFGAS believes that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.
With offices in Virginia and North Carolina, we work with clients across the U.S.
Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), Member FINRA/SIPC. Advisory services offered through appropriately registered Investment Adviser Representatives (“IARs”) of Allegiance Financial Group Advisory Services, LLC (AFGAS). AFGAS is unaffiliated with SFA. Supervising office: 678.954.4000.
Investments in securities involve risk, including the potential loss of principal invested. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.
Education
James Madison University, Bachelor of Business Administration, Major in Finance with a concentration in Economics
Hobbies and Interests
- Basketball
- Family
- Gardening
- Hiking
- Soccer
- Sports
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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