Shane Landis, CFP®, AWMA®

Financial Planner

Ephrata, PA

P: (717) 733-9414
T: (877) 318-7319
F: (717) 721-3132

Shane Landis, Financial Planner

Shane Landis, CFP®, AWMA®, is a Financial Planner and Accredited Wealth Management Advisor at Everence in Ephrata, Pennsylvania office. Coming from a background in education, Shane is passionate about educating clients about their finances so that they can make decisions that match their values. Shane graduated from Grove City (Pennsylvania) College, and was born and raised in Lititz, Pennsylvania – where he currently lives with his wife, Emily, and their five children. They are active members of Lancaster Evangelical Free Church. He enjoys spending time with his family, gardening, and playing and watching sports.

Shane’s passion is educating clients about their finances so they can make decisions that match their values. He helps clients determine their goals and then helps them develop a plan to achieve those goals. Shane walks alongside them through the implementation process to make sure they reach their goals, making adjustments to the plan as needed along the journey.

“A relationship built on trust is essential to the financial planning process. I strive to be open and honest with clients in order to foster that trust. When I make recommendations, I want clients to know that I have their best interests at heart.”

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Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS. 


Shane Landis, CFP®, AWMA® is licensed to discuss and/or offer financial services and/or products to residents of IL, NC, PA and VA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are trademarks or registered service marks of the College for Financial Planing in the United States and/or other countries.