SHANE’S ROLE
As an advisor, Shane helps his clients maximize their savings and plan for the future in a practical way. By providing education, clarity, and ongoing support, he helps clients simplify their financial lives and accomplish important goals. Much like himself, his clients are driven, hardworking people who care about others, and Shane enjoys helping them make an impact with their wealth in ways that matter to them, be it by making contributions to their church or charitable organizations, or strengthening their family legacy.
A relentless problem solver, Shane is adept at handling complex financial cases. He relishes diving into the details, often identifying opportunities or risks his clients wouldn’t have otherwise considered. He works with attorneys, business owners, entrepreneurs, and executives, addressing issues such as tax mitigation and succession planning, and in general, overseeing their financial landscape so they can devote more time and energy to what’s important to them. His mission is to go beyond helping clients achieve objectives and make their financial journeys less stressful, more fruitful, and more enjoyable.
Education is key to Shane's approach, as he believes in empowering clients with the knowledge they need to make informed financial decisions. Beyond just understanding, Shane excels in motivating clients to take action on the financial steps that are truly important for their family's future. With Shane's guidance, clients not only have a clear understanding of their current financial status and future goals, but they also receive the encouragement and support needed to take the essential steps without further delay.
Empowering Others: Shane Lantigua's Passion for Working at Northwestern Mutual
In this compelling episode, Shane Lantigua shares his powerful message on why he chose to work at Northwestern Mutual. Discover Shane's journey and the deep sense of purpose that drives him to make a difference in the lives of his clients every day.
EDUCATION & BACKGROUND
Shane's decision to become a financial advisor was influenced by personal experience. After losing his father to lung cancer at age nine, he witnessed the strain his family faced due to a lack of financial planning. He wanted to help other kids and families avoid the challenges his family faced, so he pursued a degree in finance and in 2016, started an internship with Northwestern Mutual. Since then, he has earned his Retirement Income Certified Professional® (RICP®) designation. He graduated from Austin Peay State University, where he played college baseball.
PERSONAL
A first-generation American with Dominican heritage, Shane lives in West Nashville's Charlotte Park area. He's married to Cortney, and they have a young daughter named Rielle. His perfect weekend would involve a round of golf, watching sports (specifically the Tennessee Titans, Boston Red Sox, and Ole Miss), spending time outdoors with family and friends (preferably by a pool), and attending their church, The Belonging Co. He also enjoys running, often participating in full and half marathons.
Shane values giving back to his community, and he currently serves on the board of CASA (Court-Appointed Special Advocates).
FUN FACTS
If you could eat only one meal for the rest of your life, what would it be?
A medium filet mignon with a side of crispy brussels sprouts glazed with balsamic vinaigrette and some lobster mac n’ cheese. And water with lemon.
As a kid, what did you want to be when you grew up?
The President and a doctor. I wanted to be a baseball player at some point, too.
What fictional character would you choose to spend the day with?
Ash Ketchum. I loved Pokémon when I was little, and I played it on Gameboy.
