Shawn P. Rohrig is a CERTIFIED FINANCIAL PLANNER™ and adheres to the CFP® Board’s Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. He is also a Chartered Retirement Planning Counselor (CRPC) and an Investment Advisor Representative with LPL Financial an SEC Registered Investment Advisor. Shawn is the President of Rohrig Financial, which is overseen and audited by LPL Financial. His professional licenses include Series 6, 7, 63, 66 (held with LPL Financial) and WV, OH and PA life insurance licenses.
Shawn is a lifelong resident of Wheeling and earned a Bachelor of Arts degree in Financial Economics from Bethany College. He was one of the founding students of the McCann Family Investment Club, which teaches students how to properly invest real money for the college. As a member, he analyzed and chose stock for the energy sector of the overall portfolio.
Shawn began his career in the securities industry in 2009 as a registered representative with First Investors in Canonsburg, PA. In January 2010, he joined the Scheeren Wealth Management Group at Wells Fargo Advisors in Wheeling. There, Shawn became a financial consultant, and he was able to further develop his skills in managing money, prospecting, and advising high net worth clientele. In April 2011, Shawn joined Hazlett, Burt & Watson, Inc. as a financial advisor and became a CFP® in 2018. During his tenure at Hazlett, he refined his trade and developed his personalized approach of wealth management. Finally, in July of 2021, Shawn joined LPL Financial and began his firm Rohrig Financial. He is actively seeking new clientele and new advisors to grow his vision for personalized financial planning.
Shawn brings a high level of passion and enthusiasm to financial planning. He dedicates himself to helping his clients pursue their financial goals by utilizing client-friendly terms in his everyday practice and placing himself in his clients’ shoes. Shawn enjoys working with individuals and businesses, whether it is getting clients ready for retirement or building a company’s 401k.