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    Shana Despres

    CASL®, CFP®, ChFC®

    Check the background of this investment professional on FINRA's BrokerCheck

    About Shana

    Shana works with successful, motivated individuals and families, including professionals and business owners to help create organized security in their lives by making sure their financial world aligns with their goals.

    Shana provides the following products and services:

    Financial Position Analysis

    Cash reserve strategies

    Debt management

    Cash flow management

    Net worth

    Protection Planning

    Life insurance planning

    Disability income insurance options

    Long term care insurance

    Business succession planning

    Investment Planning

    Asset allocation and Risk tolerance

    Education funding

    Diversification strategies

    Tax Planning

    Business ownership

    Non-qualified investment planning

    Tax reduction strategies

    Tax deferral methods

    Retirement Planning

    401(k) & IRA Rollovers

    Retirement distributions

    Pre 591/2 strategies

    Social Security planning

    Risk tolerance transitions

    Estate Planning

    Asset ownership

    Trust planning

    Trust funding

    Charitable giving strategies

    Shana received a Bachelor Degree at the University of Michigan in 1992 and holds the designations of Certified Financial Planner® as well as a Chartered Financial Consultant® and Chartered Advisor in Senior Living®. Her immense dedication and core values are what drive her passion to help clients achieve their financial goals. With her 19 years of experience, she is licensed to sell Life Insurance & Variable Annuities in AZ, CA, GA, MI, NC and NJ. She is also registered to offer securities products in AZ, CA, FL, GA, MI, NC, NJ, NV, NY and WA

    She has lived in Phoenix for the past 19 years with her husband of 24 years, Craig, and her children Grace, Luke and Angeleeya. She enjoys running, reading, hiking, travel and spending time with family and friends.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies
    • Special Care

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Shana Despres CFP®, ChFC®, CASL® is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 60 East Rio Salado Parkway, Suite 610, Tempe, AZ 85281-0230, Tel: (480) 638-2100

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Arizona, California, Georgia, Michigan, Nevada, New Jersey, North Carolina

    I am licensed to sell Securities Products in the following jurisdictions:
    Arizona, California, Florida, Georgia, Michigan, Nevada, New Jersey, New York, North Carolina, South Carolina, Washington

    Shana Despres CFP®, ChFC®, CASL®, Tempe, AZ, CA Insurance Lic.# 0E48626

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