Shawn Peschke CFP®, CWS®

photo of Shawn Peschke CFP, Tungsten Wealth Managing Partner and Senior Wealth Advisor

Managing Partner & Senior Wealth Advisor

  • (972) 841-3031
  • shawn@tungstenwealth.com

Shawn is Managing Partner and Senior Wealth Advisor for Tungsten Wealth Management.  With more than 20 years of investing and helping others navigate the choppy waters of Financial Planning, Shawn truly enjoys helping clients simplify complex financial issues.

Shawn began honing his core beliefs in the ’90s while attending Texas A&M University.  His burning desire to learn, grow intellectually and innovate back then are the same driving principles that continue to shape his character today.

With a relentless pursuit of excellence and continual focus on serving the clients’ best interests, Shawn applies a disciplined approach to planning and investing.

Shawn is a graduate of the Dwight Look College of Engineering at Texas A&M University, holds the CERTIFIED FINANCIAL PLANNER™ designation granted by the Certified Financial Planner Board of Standards, the Certified Wealth Strategist® designation awarded by the Cannon Financial Institute, and is a member of the Financial Planning Association.

Shawn and his wife Carrie have two wonderful children and reside in Edmond, Oklahoma.  He enjoys spending time with his family, golfing, fishing and traveling to new places from time to time.

CFP Certified Financial Partner logo

Why Choose a CFP® Professional

You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.

 

For more information visit http://www.letsmakeaplan.org/

What's in a name?

Our name comes from the filament in the light bulb, the one Thomas Edison chose to use after testing more than a thousand other metals.

 

Tungsten is tough, it’s resilient but most importantly used because of it’s unique ability of turning energy into light.

 

We feel it’s a great metaphor for what we do.

 

Provide a lighted path to help guide clients toward achieving their financial goals.

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly-traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.