Financial Planning Podcast Series

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Publications and Resources

Investment advisor and Phi Kappa Phi member RoShawn Winburn has recorded a series of financial planning podcasts that address a variety of topics including the current state of the economy, budgeting, investing, income taxes, and retirement planning.

RoShawn is an Investment Advisor and founding partner with Monument Capital, where he is responsible for helping a select group of clients in developing and implementing sophisticated strategies to help accumulate, preserve, and distribute wealth. Prior to founding Monument Capital, he worked as an advisor for Smith Barney and Merrill Lynch where he focused on equity investments and derivatives. He has over eleven years of industry experience working both in operations and with assisting clients throughout the country to achieve their financial objectives.

RoShawn is a firm believer in life-long learning and financial literacy. He routinely holds educational workshops on various financial topics, and he previously authored the Financial Savvy column in the American Kids Magazine. RoShawn received both his BS and MBA from Wright State University in Dayton, Ohio, and holds multiple securities and insurance licenses in addition to having earned the designation of Chartered Retirement Planning Counselor.

You can learn more about RoShawn Winburn by visiting his LinkedIn page

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