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Shane Hall, CFP®, CAIA, CPWA®

Partner

Louisville

Client Advisory

Biography

Shane is a Partner in Cerity Partners’ Louisville office. He specializes in comprehensive financial planning for executives, business owners, and high-net-worth families, with a particular focus on clients navigating meaningful financial transitions. His work spans portfolio management, executive benefits, income tax planning, and estate strategy, and he has deep experience helping clients with complex compensation structures and multigenerational wealth considerations coordinate across all of it.

Prior to joining Cerity Partners, Shane was a Senior Financial Advisor at ARGI Financial Group, where he focused on holistic financial planning with a specific emphasis on alternative investments and portfolio construction.

Learn more about my practice.

Education

  • B.A. in Mathematics from Mount St. Joseph University
  • B.A. in Business Administration from Mount St. Joseph University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Private Wealth Advisor®
  • Chartered Alternative Investment Analyst
  • Finance committee member for the Ronald McDonald House Charities of Kentuckiana

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