About Shawn
Shawn Mercer is the founder of Mercer Financial Group, bringing more than 30 years of experience in the insurance and financial services industry. Since beginning his career in 1994, Shawn has built a reputation for providing clear, client-focused guidance and helping individuals and families create secure, sustainable financial plans.
A former host of Money and Retirement Talk, Shawn has educated thousands on retirement strategies, market insights, and income planning. Today, he specializes in asset accumulation, risk management, and retirement income strategies designed to provide long-term confidence and clarity through every stage of life.
Licenses
Series 65
Registered Investment Advisor
Life
Accident & Health
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
CIS™
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Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
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At a Glance
IBF Designations
2
Member Since
2026
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.