Shawn O Higley CPFA, CRPC, NQPA, AIF®

Pioneer
DISC Type : dis

Owner / Founder at Higley Property Holdings, LLC

Portland, Oregon, United States

Overview

Shawn O. Higley is the President and Owner of Higley Financial, with 35 years of experience as a wealth advisor and leader. He is a highly certified professional with CPFA, CRPC, NQPA, and AIF® designations, and holds Bachelor of Science degrees in Business and Economics from Oregon State University.

Originally from Pendleton, Oregon, Shawn is married with three children. He is deeply committed to his community, having served on the board of Trillium Family Services and The Salvation Army. His personal faith is a core component of his identity, as reflected in his professional bio.

Unique fact: Shawn was born at a Salvation Army maternity home and later, without knowing its connection to his past, was asked to serve on its board.

Personality Overview

Driven But Considerate

Friendly But Fast

Dynamic But Sincere

They have the unique ability to win both love and respect from their team (or outsiders)  If they are convinced, they can become very strong champions for your product They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed

Topics They Care About

Fiduciary Responsibility
Holds multiple fiduciary certifications (AIF®, CPFA), indicating a strong commitment to acting in the best interest of his clients.
Retirement Philosophy
His feed discusses the philosophical and emotional aspects of retirement, such as feeling valued, in addition to financial strategies.
Community Service
Has direct, personal experience serving on the boards of directors for both The Salvation Army and Trillium Family Services.

Media Appearances

Shawn O. Higley – Profile. Featured in Higley Financial

See Now

Work History

6-2022
Owner / Founder at Higley Property Holdings, LLC
8-2018
President / Founder / Coach / Mentor / Child of God at Higley Financial
6-2012 - 11-2025
Co-Owner at Lion Street
2011
Owner at Higley Properties
2000 - 2011
Senior VP Regional Director P.N.W. - Wealth Management at Wells Fargo Private Bank

Education

Bachelor of Science - BS from Oregon State University

More Information

Social Presence :

Prographics :

Exp : 37 Location : Portland, Oregon, United States Job Level : Leadership Designation : Owner / Founder at Higley Property Holdings, LLC
URL has been copied!

Insights For Selling To Shawn O

During A Call Or A Meeting

DO's

  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Keep your pitch focused on the impact but nurture the relationship too
  • Showcase existing customers and use case-studies to grab their attention

DONT's

  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t hesitate from asking questions or pushing them, but take a formal approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shawn O is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Shawn O

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Shawn O move?

  • They are generally fast movers and can take quick decisions
  • Can Shawn O take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Shawn O

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.