Shawn D. Pacanowski, CIMA®
“Like so many, my clients are seeking a more predictable future and best possible outcomes for their lives. I have found that guiding people through our custom planning process empowers my clients with confidence in their financial security and frees them to live a more fulfilling life. They gain perspective and knowledge in their quest to get the most out of their finances.”
With CapTrust Since
2004
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 25 years. Together, we have three children between the ages of 16 and 21…plus an energetic goldendoodle, who keeps life interesting and full of energy.
Hobbies and Relaxation
When out of the office, 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
What got you interested in this field?
A desire to serve people and to provide them a way to connect their wealth to the greater purposes in life that they seek. In essence, to help people figure out the life they want to live and what kind of impact they want to make with the resources they have.
Plus, I just have always had a deep interest in financial markets and an intuitive understanding of the variables needed to create a sound financial plan. Money and other forms of family capital are amplifiers of the bigger things in life we live for. In reality few families and organizations have a truly comprehensive approach to planning and investing their finances and wealth for the future they desire—as such, I love guiding them through our process of discovering their “why” in life, designing what needs to happen to accomplish their why, and then deploying the most effective investment, tax, asset protection, and estate plan strategies to attain the future they want for themselves.
The aim is for clients to have greater confidence and clarity around their future than ever before and as a result rest more easily knowing their entire financial situation is now more predictable and has been optimized for their success.
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.
