Broker Check
Charles (CJ) Shaw, ChFC®, CRES

Charles (CJ) Shaw, ChFC®, CRES


I began my financial planning practice in 2012 after graduating from West Virginia University where I received a bachelor’s degree in finance. I first started my career working with K-12 school district employees in the RBG division of Equitable where we help families with retirement and insurance planning. From there I learned that families were unaware of how their investments and insurance policies were connected within their overall financial picture.

This insight gave my enthusiasm to become a creditable resource for my clients. I hold one of the most coveted industry designations with the Chartered Financial Consultant® (ChFC®). My business consists of reviewing and implementing strategies to help individuals, families, and business to both grow and protect their financial futures.

On a personal note, I was born and raised in Auburn, NY which is where I reside today with my wife Stephanie and son Benji. In 2015 Gillian DiMora and I created an office in Downtown Auburn.

Why did I join Cypress?  It is important for me to make a difference in individuals’ lives, which is why after being presented the opportunity of joining the Cypress group, I knew this would be a great opportunity to continue to learn from established advisors and work with them. This will help me better serve my clients and expand my practice to others. My practice will be enriched by running different ideas and thoughts by other professionals on our team.

I want to thank all my current clients for trusting me with their financial futures. I am motivated and excited to meet new individuals and families to help with your financial decisions if granted the opportunity.


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.