Shawn D. Pacanowski, CIMA®

“I love guiding clients to understand best practices for managing and transitioning their wealth. Amplifying a client’s lifetime of work and professional achievement through excellent strategies and a nuanced plan is a vocation to me, not just a profession. Confident people make an impact and I strive for my clients to have confidence around their financial security.”

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 with three children.

Hobbies and Relaxation

When I’m not working, you can find me casting an elk hair caddis on the Au Sable river or hiking around Michigan.

Travel

  • Our family loves the National Parks and the hiking trails those places offer.

Community Service

  • Community Foundation of Holland/Zeeland Area, Investment Committee Member
  • 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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