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
Shaun Westphal
Director of Financial Planning
High Note Wealth
United States, Minnesota, Minneapolis
About Me
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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