Shawn | Financial Advisor | Coastal View Wealth Management

Shawn Quella

Financial Advisor
LPL Investment Advisor Representative

Coastal View financial advisor Shawn Quella has more than a decade of wealth management experience and his true passion lies in helping his valued clients reach their financial goals. Shawn knows every client is unique and understands the importance of providing personalized service as he guides clients to financial freedom. He has provided successful financial guidance to hundreds of individuals, families and businesses seeking wealth and investment management needs. As a Coastal View financial advisor, he knows it is his responsibility to draft a plan so his clients can live well today and be prepared for an everchanging future. Shawn holds the Series 7 and Series 66 security licenses with LPL Financial and is licensed in 21 states from coast to coast across the United States. He is also licensed for Life, Health, Disability and Long-Term Care Insurance, allowing him to best meet his client’s diverse investment and insurance needs. As a fiduciary*, Shawn is committed to his client's best interest. During his time at Coastal View, he has successfully grown his practice through relationship building and fostering friendships.

Shawn was born and raised in Appleton, Wisconsin. He graduated from Neenah High School and earned a Bachelor of Science Degree from the University of Wisconsin - Stout. Shawn and his wife currently reside in Neenah with their three dogs. He enjoys spending time outdoors, cooking and traveling. He is an active member at his church and feels truly blessed to have a career allowing him to serve others in a way that will leave a lasting impact on their lives.

* Fiduciary capacity is with advisory clients only