Shawn Mora is the President of Mora Retirement Solutions, LLC – an independent retirement income planning firm. After starting his career as a Realtor and teacher, Shawn took his passion of educating others and adapted it to the financial services industry. He was motivated by the desire to bring financial wisdom to his clients. He enjoys working with business owners, professionals, families and individuals who believe that wealth is a tool that needs to be managed wisely in order to produce the best results.
After leading and growing a Phoenix area financial services company, Shawn went to work with an insurance carrier and then independent marketing organizations (IMOs) to help build distribution across the country. Shawn launched Mora Retirement Solutions to work with clients and offer solutions to implement the steps necessary for retirement security in order to properly align products that achieve the goals of growth and protection of wealth while optimizing tax efficiency for both retirement and legacy.
Shawn holds a Bachelor of Arts in History from the University of Florida and a Masters of Business Administration from Cal Poly Pomona along with LOMA certification (AAPA) Associates, Annuity Products and Administration.