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Shaun Westphal

Director of Financial Planning

High Note Wealth

United States, Minnesota, Minneapolis

About Me

Shaun joins High Note Wealth with 8 years industry experience. He prepares financial plans and presentations and takes pride in providing clients with a holistic financial planning experience. Shaun is a CFP® professional and holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations as well as the Series 7 and 66 securities licenses. Shaun has a Bachelor's Degree in Business Management and Marketing from Northern State University in Aberdeen, South Dakota. He spends his free time making music, reading, collecting books and records and has recently taken up cycling. He resides in St. Louis Park with his wife, Emily, their young daughter, Audrey, and

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Profile Information

Director of Financial Planning

High Note Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Minneapolis

Minnesota

United States

Aug 25, 2025

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