Shanna Reed
Gilbert, AZ
Verified Identity
Founder, Financial Planner at
Maridea Wealth Management
Years of Experience
15 years
Number of Clients
180
Average Client Size
$500,000
Member Since
2023
Allow Me to Introduce Myself
Shanna Reed is the founder of Heritage Financial Strategies now Maridea Wealth Management. She has more than 25 years of experience in the financial services industry and specializes in working with female entrepreneurs, business owners and leaders as well as individuals experiencing life transition...
Clientele
Real Estate Agents
Professional Athletes
Retirees
Healthcare Workers
Corporate Executives
Doctors
Tech Employees
Surviving Spouses
Women in Tech
Divorcees
Businesswomen
Nurses
Services Provided
Tax Planning
Financial Planning
Investment Management
Retirement Planning
Specialties and Expertise
High Net Worth Planning
Tax Minimization Inv...
Business Ownership Strategies
Sports and Entertainment
Retirement Income
Credentials and Designations
Certified Divorce Financial Analyst®
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Series 66 - Uniform Combined State Law Exam
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Series 7 - General Securities Representative Exam
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Pricing Models
AUMFlat Fee
Education
University of Phoenix, Phoenix
Masters of Organizational Management
Obtained in 1998
William Penn University
Bachelor of Arts in Business
Obtained in 1995
Disclosures and Proof of License
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Profile Last Updated: August 3, 2026