Shane Sweigart, CFP®

Shane Sweigart -- Vice President Headshot

Serving with McAdam Wealth since 2008, Shane is a vice president and CERTIFIED FINANCIAL PLANNER™ professional, helping clients in retirement planning while also leading and collaborating with the Philadelphia team. For his clients, he is focused mainly on pre-retirement and asset spend-down strategies during the actual retirement years.

“Discover your actual retirement goals and needs in all aspects,” Shane says.
“And your money should be a means to that end — not the other way around.”

Shane is a financial professional who can offer investment and insurance products and services. He holds a finance degree from Penn State University, in addition to his current insurance and securities licenses. He’s always been interested in finance, coming from an entrepreneurial background and family, and he’s coupled that interest with his desire to help people and make an impact.

Away from the office, Shane enjoys the outdoors with his family, wife Kiran and two children, Sloane and Duncan, along with Hans, the family dog of 13 years. Shane also enjoys golfing and traveling and is a fan of all Philadelphia sports teams.

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