Zach Shannon
Wealth Management Advisor|CLU®, ChFC®, RICP®
Personal
Zach is originally from Pleasanton, Texas and graduated from Pleasanton High School. San Antonio has been home since he moved here in 2007 to attend The University of Texas-San Antonio. (Beep Beep!!) After graduation, he decided to reside here in San Antonio to develop his practice as a financial representative.
Zach is married to Callie, who is a fourth grade teacher in Northside ISD. Together they enjoy volunteering, Netflix binging, and spending time with family and friends. Zach also enjoys Cross fit, paintballing, and other outdoor activities.
His career choice was inspired by his grandmothers. One is well to do, and the other well… not so much. When it came to financial planning, his well to do grandmother had an advisor, attorney, CPA etc. But the coordination of a comprehensive plan was lacking. His other grandmother used the same advisor but was put on the backburner when it came to her planning.
The moral of the story is everyone wants financial security, and everyone needs help with financial planning no matter the situation. He has built his practice on this belief that you should do the right thing, all the time, for everyone. He works primarily with medical professionals and attorneys, but he also works with young professionals and couples starting out in life. And he always has time to answer questions for his grandmothers.
Professional
Zach Shannon began his career with Northwestern Mutual in 2012, as an intern while attending The University of Texas-San Antonio. Upon completing his BBA in Management, he continued to build his career as a financial representative. Zach is licensed in life, health, disability, and long-term care insurance, as well as a chartered life underwriter. He also holds his Series 6 and 63 securities licenses.
Education
University of Texas at San Antonio - Management (Bachelor of Business Administration)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
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.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate 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.
