Scottsdale - N Scottsdale Rd

Shaunna Zoeckler

CDFA®

Senior Wealth Advisor

14851 N Scottsdale Rd, Suite 105
Scottsdale, AZ 85260

Shaunna Zoeckler

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Shaunna Zoeckler

Professional Certifications

  • CDFA® – Certified Divorce Financial Analyst

About Shaunna

Shaunna provides wealth management, tax, estate, and financial planning to clients. With more than 20 years of investment and operational management experience, she works with affluent families, individual clients, and business owners to set financial goals and craft portfolios to achieve them.

Outside of work, Shaunna is devoted to her family, an avid gardener, and often planning the next adventure. She and her husband Jude welcomed their precious baby girl, Zoë, in 2023.

Education and Professional Milestones

- University of Georgia – bachelor’s degree, graduated Cum Laude