Shanna Reed

Gilbert, AZ

Verified Identity

Heritage Financial Strategies at

Heritage Financial Strategies

Years of Experience

12 years

Member Since

2023

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 div...

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

CDFA®

Certified Divorce Financial Analyst®

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Series 66

Series 66 - Uniform Combined State Law Exam

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Pricing Models

AUM

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: March 1, 2025