Shane Tschappat

Shane Tschappat

Financial Advisor

Shane started his career as a teller at 121 Financial Credit Union before moving into financial services. During his time in those roles, he found a passion for helping members pursue their financial goals. He loves the credit union environment, and the value credit unions bring to their communities. Shane enjoys helping investors understand the various investment options that are available to them and removing complexities when it comes to investing. He believes an advisor should provide personalized advice and help guide members in retirement and financial planning to meet their specific goals in every stage of life.

 

Shane currently holds:
Series 7 License held with LPL Financial 
Series 66 License held with LPL Financial 
Licensed Insurance Agent Florida 2-15