Shawn Christopher Orser

Life is Filled With Financial Decisions. I Will help You Make The Right Ones.

I am a South African based Financial Advisor who places your interests first by delivering expert, unbiased financial planning and investment management.

I guide you through every phase of your financial life: from developing your wealth to achieve what is important to you, to transitioning assets to future generations. I will partner with you and act in your best interest to ensure your long term financial success.

I am registered with the appropriate authorities in California, United States. You can view my qualifications here.

My Services

What I can do for you

Financial Planning

Financial planning is the foundation of your financial success. It all begins here.

I will help you explore your lifestyle goals and dreams and provide you with a plan to meet them.

Retirement Planning

Retirement is not an event. It’s a phase in life.

I will help you prioritise and then we analyse multiple outcomes to create the most efficient strategy to meet your goals.

Investment Management

Your investment strategy is essential to meeting your financial goals. Remaining invested during market fluctuations can be difficult if your portfolio is not aligned with your psychological risk tolerance.

I will help you overcome this ‘behavior gap’ by integrating your risk tolerance with your short, medium, and longer term goals.