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Meet Shawn Moran

Shawn Moran is the founder and president of both Westport Wealth Management and Retirement Planning Group of West Virginia, located in Charleston, WV.

Shawn is a member of the West Virginia Association of Insurance and Financial Advisors, as well as of the Charleston Estate Planning Council. He is a six time qualifier for inclusion in the Court of the Table of the Million Dollar Roundtable, and has also qualified for the prestigious Top of the Table of the Million Dollar Roundtable. He is the author of the upcoming book, “The SWAN Retirement:  A Sleep Well At Night Guide To Securing Your Financial Future.”

Shawn is a popular speaker in the financial services industry, having trained hundreds of financial advisors around the country about the strategies he utilizes to address the financial challenges of his clients. He serves on the advisory board for the Better Business Bureau of West Virginia and Southern Ohio. Shawn also serves on the board for the Appalachian Children’s Chorus and is an elder in his Church.

Shawn makes his home in Charleston, West Virginia with his wife Julia and their son Samuel.

Our Mission

Shawn Moran founded both Westport Wealth Management and Retirement Planning Group of West Virginia with one primary purpose:  to help bring financial stability and peace of mind to your financial world so that you can worry less and live more.

Our goal is to help you attain and preserve wealth in a way that is meaningful and enduring for both you and those you love … and to sleep well at night all along the journey.

 

SWAN Retirement

Read an excerpt of Shawn Moran's upcoming book, "The SWAN Retirement: A Sleep Well At Night Guide To Secure Your Financial Future," with a foreword by Fran Tarkenton.

Investment Advisory Services offered through Global Financial Private Capital, an SEC Registered Investment Advisor. Insurance products offered through Retirement Planning Group of West Virginia, a licensed insurance agency. Global Financial Private Capital and Retirement Planning Group are not affiliated. This web site presents general concepts that may or may not be appropriate for your circumstances. Illustrations given are hypothetical and results are not guaranteed. Past performance is no guarantee of future results. The statement "Sleep Well At Night" is a goal, not a guarantee. Investing involves risk, including the loss of principal. Neither Global Financial Private Capital or Retirement Planning Group provide legal or tax advice. You should consult with an attorney and an accountant regarding estate planning and tax issues. 

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