EMBRACING AUTHENTICITY
Roxanna Shapouri stepped away from almost two decades in Corporate America in early 2022. Her years at Fortune 500 financial services companies as a licensed stockbroker, financial planner, and investment adviser showed her that if a traditionally male-dominated industry was ever going to function differently, she’d have to be the one to make that happen. Since founding Enchanted Financial Planning, LLC, Shapouri
has embraced a colorful, eclectic, and authentic personal style — one her corporate managers frowned upon. She offers financial planning and advice on a sliding scale fee basis, regardless of income or amount to invest.
“I wasn’t happy with how business was done. The commissions, sales bro culture, and that my last position was a bad fit clarified my views,” she says. “Because of the pandemic, I was already used to working on my own. So it was that much easier to transition to doing that with my business. I love planning and the relationships with my clients. I don’t like checking boxes, the masculine culture, and the constant ‘What have you done for me lately?’ from my bosses. My mental health took a huge hit in my last position.”
After quitting what she calls a toxic culture, Shapouri spent a month thinking about what she really wanted to do. Mentors, such as volunteer business consultants from the Service Corps of Retired Executives (SCORE), helped her wrap her head around business structures and business plans. After a push from family and overcoming a battle with imposter syndrome, she now helps people understand financial planning and set investment goals. She says, “I reintroduced myself to the community by coming back to networking — 90 percent of my business comes from referrals. When the topic of finance, money, financial planning comes up, my name being first is a measure of my success.”
1219 Luisa St., Suite 2 I 505-395-0805
Join Roxanna’s waitlist at enchantedfinancial.com.