Gordon Shearer Jr., CFP®
Gordon joined CRA Financial in 2017. Gordon brings over seventeen years of combined professional experience in portfolio management, capital markets, financial planning, and tax preparation. He spent the past ten years holding various Portfolio Management positions developing proprietary model portfolios, preforming research, trading, and heading up special projects to integrate technology solutions. He began his career as a Financial Planner at Vanguard. While at Vanguard, he was accepted into the highly competitive Financial Planner Apprentice Program. This intense program included rotations through the Portfolio Management Group and Investment Council & Research. The combination of his expertise provides the basis for a comprehensive independent approach to achieving his clients’ financial and life goals.
Gordon earned a Masters of Taxation by successfully completing the Graduate Tax Program at Villanova’s School of Business. Prior to his graduate work, he achieved the CERTIFIED FINANCIAL PLANNER™ designation and is a graduate of the Financial Planning Program at The American College. He graduated Magna Cum Laude from Temple University where he majored in Finance. While at Temple, he was inducted into Beta Gamma Sigma, the honor society for collegiate business schools.