Heritage Financial Strategies
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About this Advisor
Shanna Tingom is the co-owner of Heritage Financial Strategies, where she serves as a financial planner. She has more than 20 years of experience in the financial services industry and holds an accredited asset management specialist (AAMS) designation as well as Series 7 and Series 66 licenses. Tingom earned a bachelor’s degree in business from William Penn University and a master’s degree in organizational management from the University of Phoenix.
Tingom’s services include retirement planning, investment planning and wealth management. She specializes in working with female entrepreneurs, business owners and leaders, as well as individuals experiencing life transitions like divorce. Clients aren’t required to have a certain minimum amount of assets to open or maintain an account with Tingom. She serves investors in Phoenix and she personalizes her client communications based on what each client wants.
She is a fee-based advisor, and she also acts as a registered representative of a broker-dealer and an insurance agent/broker. Tingom charges flat fees, annual fees or a monthly subscription fee for her financial planning services, depending on which service level a client desires. For her investment management services, Tingom charges a percentage of assets under management.
Tingom believes that the markets are efficient and “if it ain’t broke, don’t fix it.” However, she also believes in being proactive in the face of market turbulence. She says she isn’t afraid to hire third-party managers or experts to ensure her clients get the right advice and the best investment options. Tingom manages risk in her clients’ portfolios by using an appropriate mix of investments to ensure her clients can ride the market ups and downs without panic or drastic changes.
Tingom believes that, at its core, financial planning is a conversation, one where you have all your money questions answered, explore different financial options and ultimately create a plan that lets you enjoy a more financially secure future. Tingom thinks that it’s especially important to stick to a financial plan when the markets are turbulent. She operates under the belief that clients will feel more comfortable doing so if they understand the logic behind their investments, so she makes a point to explain things to her clients in plain English, not investment jargon. According to Tingom, investors’ most common mistake is listening to well-meaning but ill-informed friends or family.
In addition to her advisory services, Tingom frequently makes public speaking and guest radio appearances. She hosts her own podcast, “Making Money Fun.”
Certifications and Registrations
Years of Experience
Advisor Certifications and Licenses
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Investment Advisory Services
- Retirement Planning
- Investment Planning
- Wealth Management
Shanna Tingom Work History
Shanna has 7 years of experience.
Heritage Financial Strategies
Shanna has no disclosures.
Please visit his SEC profile for more details.