Shalana Poole, CFP®, CDFA®

SHALANA POOLE CFP®, CDFA®: Shalana began her professional career in the Aerospace industry as a software engineer at Raytheon Missile Systems. It was during this technical period that she learned how to explain complex situations in layman’s terms and uses this skill as an added benefit in her financial planning career, particularly as it relates to the details of financial matters like IRAs, annuities, investing and retirement/financial planning. She also found that she really enjoyed the teaching/education component of the role. Finally, it was also during this time that she realized the importance of planning and that carries over today in her fundamental belief of having a financial plan before anything else.

In parallel with advancing her technical career, she also decided to further her education and received a Masters of Business Administration from the University of Arizona: Eller School of Business, which eventually helped to evolve her career into the financial planning industry.

After relocating to Austin, TX and starting a family, she launched her new career in the financial services industry as an Advisor with Edward Jones where she cut her teeth, learned the ins and outs of the business, and grew a successful business in a small suburb outside of Austin. She later transitioned to JP Morgan Securities for a several years, earned her CFP® designation, but decided to work in a smaller organization, especially given the very personal nature of finances, and thus started her independent business with Flashpoint Financial Services, a financial planning and wealth management business, alongside a long-term colleague.

As a result of several life changing experiences and going through a domestic restructuring (i.e. a divorce), and given her passion for “helping those that help others”, she decided to focus on the specific requirements of groups of individuals that have also gone through similar transitions and willing to work on helping themselves just as they help others and their families through financial planning.

Her overall mission is to give back to our communities by offering a sense of understanding and planning that will help guide their financial lives individually and through their families.