Shane Parouse’s mission is to help people make sure that they are financially successful and secure. He prides himself on being knowledgeable, experienced, diligent, thorough and motivated. He utilizes top tools, strategies and resources in order to create the best financial solutions for his clients.
Shane is a senior financial planning, insurance and retirement specialist with the Center for Wealth Preservation. Shane has earned the designations of Chartered Financial Consultant and Certified Family Business Specialist. He works mainly with young families looking for guidance to build and protect their future, pre-retirees looking to put together the pieces for a successful retirement, and small business owners dealing with business succession, continuity and estate planning issues.
Shane began his career with Strategies for Wealth in 2003, and joined CWP in 2008. He has worked with hundreds of clients of the firm in that time, and has trained and developed some of our best associates.
Shane’s volunteer activities include Chairing the Investment Committee of the endowment at the Unitarian Universalist Congregation at Shelter Rock, and serving on the President’s Council of the Big Brothers Big Sisters of Long Island.
In his spare time, sailing and soccer (both playing and coaching his girls) are passions.
Career accolades include Massachusetts Mutual Life Insurance Company’s Leader’s Club, GAMA Management Award, Guardian’s Career Development Award, President’s Citation Award and National Sales Manager Summit. He was named “One’s to Watch” in Retirement and Estate Planning by the Long Island Business News.
Shane holds a BA from Arizona State University, is a licensed life and health insurance agent, and an Investment Advisor Representative.
He lives in Floral Park, NY with his wife, Katya and their daughters, Astrid and Saga.