Shane Gurganus, is a Financial Planner and an Accredited Investment Fiduciary®. Shane has been with Capitol Financial Solutions for over 18 years after beginning his career in 2003 immediately upon graduation from UNC-Wilmington, where he was a member of the track and field team. Shane is also securities and insurance licensed and operates as a fiduciary.
“Being an independent advisor, I am able to focus objectively on the unique situation of each of my clients and tailor strategies that align with your unique situation and individual goals. This allows the individuals and Businesses I work with to have a sense of confidence that the strategies and plans we develop are done with the clients best interests as the foundation.
Capitol Financial Solutions is a leading financial services firm that specializes in working with business owners, entrepreneurs and professionals. What this means is that we invest the time to better educate, organize and prepare our clients for the inevitable financial issues they face. The real benefit is confidence in knowing you can help protect and preserve your lifestyle, assets, and loved ones.
Capitol Financial Solutions is based in Raleigh, NC, with offices in North Carolina, Virginia and South Carolina. Capitol Financial Solutions has approximately $1.7 Billion in assets under advisement, working with professionals, families and corporations nationwide.
Shane resides in Waxhaw NC with his Wife Kristina and two children Alex and Addison.
Shane holds the following licenses and designations to help serve your needs:
- Accredited Investment Fiduciary® (AIF® )
- CLTC Designation certifying him in Long Term Care, Effective since 2005
- Series 6 Securities License
- Series 63 Securities License
- Series 65 Securities License
- Series 7 Securities License
- Life/Health Insurance Licenses
- Long Term Care Insurance License
- Million Dollar Round Table Qualifier (2008, 2010-2018)
- Signator Investors ACE Qualifier
Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered.
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.