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Shanna Reed | Financial Advisor

Profile img for Shanna Tingom, financial advisor at Heritage Financial Strategies
Gilbert, AZ
Shanna Reed
Financial Advisor
Heritage Financial Strategies at
Heritage Financial Strategies

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Important Disclosures

Allow Me to Introduce Myself
Shanna Tingom is the co-founder of Heritage Financial Strategies. She has more than 20 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 transitions such as marriage or divorce. Her main focus is helping others take charge of their financial future. After years of struggling to fit into the corporate mold, Shanna made the decision to become an independent advisor. She earned a bachelor’s degree in business from William Penn University and a master’s degree in organizational management from the University of Phoenix. Shanna currently holds FINRA Series 7 and 66 licenses and the Accredited Asset Management Specialist℠ and Certified Divorce Financial Analyst designations. She considers herself a life-long learner and keeps apprised of changes in the financial industry. She is currently a Candidate for CFP® certification and hopes to complete certification in 2024. Since opening Heritage Financial Strategies, Shanna has been a regular contributor to Investopedia.com, Kiplinger’s Personal Finance online, and Born2Invest.com. She makes frequent public speaking and guest radio appearances in Phoenix and nationally as well as hosts her own podcast, “We Make Money Fun” which can be found on iTunes.
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Specialties and Expertise

5
High Net Worth Planning
Tax Minimization Investment Strategies
Business Ownership Strategies
Sports and Entertainment
Retirement Income

Clientele

12
Real Estate Agents
Professional Athletes
Retirees
Healthcare Workers
Corporate Executives
Doctors
Tech Employees
Surviving Spouses
Women in Tech
Divorcees
Businesswomen
Nurses

Credentials and Designations

4
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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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Series 65 - Uniform Investment Adviser Law Exam

Education

2
University of Phoenix, PhoenixMasters of Organizational ManagementYear Obtained: 1998
William Penn UniversityBachelor of Arts in BusinessYear Obtained: 1995
Quick Facts About Shanna
Years of Experience:12 yearsMember since:2023

Services Provided

How I help my clients

Tax Planning

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Financial Planning

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Investment Management

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Retirement Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Gilbert, AZ
Shanna Reed
Financial Advisor
Heritage Financial Strategies at
Heritage Financial Strategies
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Profile last updated: 03-01-2025