Shawn Dean Stifle

Employer firm

Earned Wealth Advisors, LLC CRD 108052

$3.11B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1995 → Present
  Thomas Doll Cpas Pc
  Walnut Creek, CA
• 01/2025 → Present
  Earned Wealth Advisors, Llc
  Walnut Creek, CA

Other Businesses

Thomas Doll CPAs PC; Walnut Creek, CA; Accounting firm; 02/1995 to Present; CPA; Devotes approximately 160 hours per month to this position, more during tax season; Duties include tax preparation