SHAWN BERWAGER | AIF®, CPFA
SENIOR VICE PRESIDENT OF WEALTH MANAGEMENT
SENIOR PORTFOLIO ANALYST
(610) 524-8266, X114
Shawn has been with A.P. Lubrano & Company, Inc. since 2012 and serves both retail and institutional clients of the firm.
Within the Personal Wealth Management division, he provides leadership to investment and wealth planning efforts, working to develop goals-based strategies for clients. Within the Group Retirement Plans division, Shawn leads investment research efforts, participates in investment committee meetings, and supports participant guidance and education.
He attended Lebanon Valley College where he earned both Bachelor’s and Master’s degrees in Business Administration. Since graduating from college in 2001, Shawn has spent his entire career in financial services and derives great satisfaction in seeing clients achieve their financial goals.
As an Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA) he maintains Series 7, 63, and 65 securities registrations.
Shawn resides in Pennsylvania and enjoys family, fitness, sports, and reading.