Shawn D. Pacanowski, CIMA®

“Making lasting personal relationships with clients is the ultimate reward, and is evidence we’ve gotten to the heart of what goals, concerns and dreams drive their decisions. Like many, my clients are seeking assurance and best possible outcomes. I have found that guiding people through a comprehensive strategy for optimizing their wealth empowers every client with confidence in their financial security and frees them to live a more fulfilling life.”

With CapTrust Since

2003

College / Degrees

Calvin College – B.A. Pre-law, Business and Political Science

Professional Certifications & Equipping

Certified Investment Management Analyst® Professional certification administered by Investments & Wealth Institute™ and taught in conjunction with the Wharton School, University of Pennsylvania

Fundamentals of Alternative Investments Certificate – Chartered Alternative Investment Analyst Association

Family Wealth and Business Leadership Transition Planning – Institute for Preparing Heirs

Applied Behavioral Finance Certificate – MIT Laboratory for Financial Engineering

Strategic Acquisitions – Association for Corporate Growth W MI

Experience

CapTrust, Advisor, 2004 – Current

Recognition

40 Under 40 Business Leader Honoree, The Grand Rapids Business Journal, 2014

Hometown

Holland, Michigan

Family

Married to my wonderful wife for over 20 years.  Together, we have three children between the ages of 12 and 16…plus an adorable goldendoodle, who keeps life interesting and full of energy.

Hobbies and Relaxation

When not working, you can find me fly fishing for trout, hiking just about any trail around Michigan or most definitely cheering my kids on as they either kick, swing at or shoot a ball for their sports team.

Travel

  • Our family loves visiting National Parks and downhill skiing in the winter.

Community Service

  • Community Foundation of Holland/Zeeland Area, Investment Committee Member 2016 – Present
  • Grand Rapids Economic Club – Member since 2006
  • Investments & Wealth Institute® – Member since 2004
  • Michigan’s West Coast Chamber of Commerce, Board Chair 2009 – 2015

My Money Mind®

  • Protection
  • Commitment
  • Happiness

What got you interested in this field?

A passion for serving people and a deep interest and understanding of financial markets. I’ve discovered that few have a disciplined and methodical process for planning their wealth for the future they desire—and I love providing the structure to guide them.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.

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