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

SEC Profile

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Profile Last Updated: August 3, 2026