Rosalynd Shaw
Financial Advisor|RICP®
Empowering Millennial & Tech Professionals to Maximize Equity, Minimize Taxes, and Achieve Financial Independence Sooner
Professional
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run.
Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning
process.
Series 6 & 63 registrations and backed by a rich tapestry of over two decades of experience spanning various dynamic financial sectors, including banking and insurance. I earned my Bachelor of Business Administration (B. focused in Economics from California State University-Fullerton).
Please feel free to email or call me to set-up a 15min introductory call.
📧 rosalynd.shaw@nm.com
📲 714-926-2435
👩💻 rosalyndshaw.nm.com
Personal
I know firsthand the struggles of navigating a divorce, but today, I am happily married to my wonderful husband, Anthony. Together, we share a joyful and blended family with my two sons and Anthony's three daughters.
When you choose to work with me, you're not just investing your money – you're investing in a partnership grounded in trust, collaboration, and integrity. My goal is to help you pave the way for a brighter future, where we'll walk hand in hand to find the financial path that's best for you.
Let's join forces and make your dreams a reality.

Lending a hand in my community.
Tony Foundation - TF
Tony Foundation is a non-profit corporation based in Austin, Texas. Their goal is to help fill a critical financial need that comes with a new cancer diagnosis.

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Leander Chamber of Commerce & Visitors Center Leadership Program
To earn the "Leadership Leander Program" credential, individuals must successfully complete the Leadership Leander Program, which includes: Participation in a comprehensive leadership development curriculum. Engagement in community service and social impact projects. Active involvement in networking events, seminars, and workshops. Successful demonstration of leadership skills and competencies through project outcomes and evaluations.

Here are my areas of expertise
I specialize in helping millennial tech professionals navigate their unique financial challenges. Here's how we can help:
- Equity Compensation Management: Optimize stock options, RSUs, and other equity benefits.
- Tax Planning and Optimization: Customized strategies to effectively manage tax liabilities and help optimize after-tax income.
- Comprehensive Financial Planning: Tailored plans for current and future needs, coupled with investment management for sustained growth.
- Income and Lifestyle Management: Balanced budget planning to prevent lifestyle inflation and ensure sustainable financial growth.
- Path to Early Financial Independence: Strategies to help achieve financial freedom sooner, offering more life choices and long-term security.
Contact us today to start your journey towards financial independence
Tax-Efficient Strategies
Advisory Services
Retirement Planning & Income Strategies
Charitable Planning
Multigenerational Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
