Shawn West, AIF®, CPFA®, C(k)P®

Supporter
DISC Type : s

Founder / ERISA Director at CuraFin Advisors

Phoenix, Arizona, United States

Overview

Shawn West is the Founder and ERISA Director of CuraFin Advisors, specializing in managing 401(k) and 403(b) plans for employers. With nearly two decades of experience and a Certified Plan Fiduciary Advisor (CPFA) certification, he leverages his background in psychology to guide clients through complex ERISA regulations.

He is a dedicated family man, prioritizing his role as a father and husband who always finds time for his family. Shawn also values being a trusted and non-judgmental confidant to his friends, embodying a philosophy of servant leadership in his personal and professional life.

His firm, CuraFin Advisors, was founded on the distinct philosophy of applying servant leadership principles to fiduciary responsibilities in retirement plan management.

Personality Overview

Social Proof Driven

Risk-averse

Thoughtful In Approach

They maintain good relationships with everyone, internally and externally.  They are motivated by the potential impact of their decision on the organization. They usually go by the book, following all rules and procedures.

Topics They Care About

Fiduciary Leadership
His professional philosophy is rooted in "servant leadership as a fiduciary, " a principle he applies to helping clients run better operating retirement plans.
ERISA Plan Management
As an ERISA Director, his expertise is focused on guiding employers through the complexities of managing company-sponsored retirement plans to ensure compliance and effectiveness.
Positive Company Culture
He frequently posts about the importance of strong leadership and positive culture within organizations, highlighting it as a key to success.

Media Appearances

Shawn has no verified media appearances

Work History

8-2017
Founder / ERISA Director at CuraFin Advisors
8-2014 - 7-2017
Managing Partner at Arcwood Financial LLC
6-2012 - 8-2014
Regional Retirement Wholesaler at Paychex
2011 - 2-2014
Partner at Olivastro Oils & Balsamics
6-2010 - 6-2012
HRS HR Solutions (ASO, PEO) Sales Representative at Paychex

Education

1992 - 1996
Psychology from Southern Illinois University, Carbondale

More Information

Social Presence :

Prographics :

Exp : 20 Location : Phoenix, Arizona, United States Job Level : Leadership Designation : Founder / ERISA Director at CuraFin Advisors
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Insights For Selling To Shawn

During A Call Or A Meeting

DO's

  • Focus your pitch on the impact that you could help them have on their organization
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Engage other key stakeholders on their side and leverage if they approve of your product

DONT's

  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t rush them to make quick decisions
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shawn is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Shawn

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Shawn move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Shawn take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Shawn

Personality Compatibility


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