Shawn West, AIF®, CPFA®, C(k)P®
Login to view DISC.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.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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