Shawn Brunner brings over 10 years of experience to his role as the firm’s Financial Planning Specialist, where he works closely with our advisors providing comprehensive financial planning for individuals and families. Shawn originally joined Precision Financial Services in 2007 as the lead investment director, overseeing the firm’s assets under management and overall portfolio and investment strategies. After seven years with Precision, he accepted a position as the Senior Financial Analyst at a large New Jersey based financial planning firm, where he held this title for over two years, before returning to the Precision family in 2016.
Shawn holds a Bachelor of Science degree in Finance, as well as his Master of Business Administration in International Business. He was inducted into the National Honor Society while pursuing his MBA. His academic accomplishments were achieved across continents, as he studied in both England and France.
Shawn is also an Advanced Investment Strategist, having earned his certificate in Portfolio Construction and Investment Risk Management from the Investment Management Consultants Institute. He is currently pursuing his CFP designation with the College for Financial Planning.
Shawn resides in Morristown, New Jersey with his wife Anita, and their daughter Reagan. In his spare time, he enjoys traveling, golf, and spending time with his family.