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Routing #321180379
Financial Advisor

Meet Shane.

bio image - Shane Serrano

Shane Serrano, AAMS®, IMC

Financial Advisor, RJFS
Addison Avenue Investment Services

A little insight into
Shane Serrano.

My parents instilled in me the importance of family and friends, education, knowledge and reason and personal finance. As a result, I learned the concepts of saving and planning from a young age and also learned how to build and nurture long standing relationships. This, along with my experience in banking and lending, made my journey to becoming a Financial Advisor an obvious fit for me.

With financial planning, there are many unknowns to consider. Will I have enough to support my family and retire? What if the unimaginable happens to me or someone I love? Do I have enough money to invest? What should I invest in? My mission is to help you navigate and solve these unknowns.

Early in my investment career, my wife and I received terrible news. Our two-year-old daughter had an incurable cancerous brain tumor, known as DIPG. A year later, she succumbed to the ugly disease. It was, and continues to be excruciatingly hard to channel my grief. But, watching my little girl battle cancer with the strength and grace that many adults would envy, I know I can do just about anything myself. While my career choice allows me the opportunity to help others, it also gives me a reason to put my best foot forward every day, even on days I think I cannot.

While my parents taught me about money, my daughter taught me an appreciation for the present moment. As my client, I want to learn about you and your present before we plan for your future. Ultimately, I am your financial sounding board and fiduciary. I have your best interest at heart, not just because it is required by law, but because I want to by choice. I genuinely care about my clients and their well-being, the same way so many others cared for mine.

My wife is from Nampa, and that is where we currently live. I hold a degree in teaching, so naturally, my passion lies in building relationships with my clients and of course, educating them. My goal is to get to know you, what your aspirations are, and together, build a solid plan for your financial future. I want to be with you every step of the way.

Raymond James Corporate
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QUALIFICATIONS: holds series 7 and 66 securities licenses.

AAMS® is a service mark of the College for Financial Planning®.

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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