About Us

Financial Designs Wealth Strategies

Local Office
The South Hill Business Campus 950 Danby Rd, Suite 230
Ithaca, NY 14850

Phone:

  • 607-257-4645

Charles J. Shaw

Financial Professional
Phone: 315.246.2667
Fax: 315.425.6360

My desire to help my neighbors, friends and family, and community as a whole, is the drive behind my practice. A healthy financial life is the bedrock of a healthy community economy. My contribution to that communal goal as a financial professional with AXA Advisors, LLC is how I do my part. I’m a member of your community committed to offering a tailored approach to financial services and I invite you to reach out to schedule an appointment with me. The focus of my practice is developing meaningful and long-term relationships with my clients, helping them define their financial goals. I use custom approaches to client portfolios and pride myself on providing a high level of personal attention to my clients.

 

In my practice, I have a simple approach: helping individuals and business owners maximize their planning experience through a simple, yet thorough process. Some of those areas of focus are in Cash Flow Budgeting, Insurance products and services, Investments, and Retirement Accumulation & Distribution Planning strategies.

 

I have set up shop in my lovely hometown of Auburn, NY where I also reside with my beautiful wife, Stephanie. We'd love to get to know you.

California Insurance License #: 0K59707

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Financial Designs Wealth Strategies is not owned or operated by AXA Advisors, LLC or its affiliates.

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Financial Designs Wealth Strategies is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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