Shawn Jen Hsieh
Investment adviser representative at Highline Wealth Partners
2 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$867.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
2 years in the industry.
- Highline Wealth PartnersJun 2018 to now
- American Financial Network Advisory Services, LLCFeb 2018 to Jun 2018
- Dfpg Investments, Inc.Feb 2018 to Jun 2018
- City National BankJan 2016 to Feb 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Highline Wealth Partners
Legal name: Highline Wealth Partners, LLC
$867.9MAssets managed
360Clients
15Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5521548
- Firm CRD
- 284712