Shinaola Atoro CFP®
Based in Ann Arbor, Shinaola helps retirees, engineers, tech professionals, and executives coordinate retirement, investments, and tax planning through a thoughtful and personalized process
Ways to Connect
Languages Spoken
Who Shinaola Typically Helps
Pre-retirees and retirees, engineers, tech professionals, executives, individuals seeking tax-aware retirement planning, clients who value an informed thought partner
Serving Clients in
Ann Arbor • Novi • Birmingham • New York City • Chicago • Communities throughout Illinois, Michigan, New Jersey, and New York
Available nationwide through virtual meetings
Questions Shinaola Helps Answer
- How can I prepare for retirement and create sustainable income?
- How can I coordinate tax planning with investment decisions?
- Could Roth conversions improve my long-term strategy?
- How can I build a clear financial roadmap through a major life transition?
Shinaola Atoro is a Senior Wealth Advisor at Mission Wealth, serving clients in Ann Arbor, Novi, and the surrounding Michigan area. He provides personalized financial guidance to individuals and families by developing customized financial plans, investment strategies, and tax-efficient wealth management solutions aligned with their long-term goals. Shinaola particularly enjoys working with retirees and those approaching retirement. He helps clients design sustainable retirement income strategies by addressing questions such as how to manage cash flow in retirement, how to create tax-efficient withdrawal strategies, and how to evaluate tax-planning opportunities, such as Roth conversions. Through every stage of the planning process, Shinaola focuses on understanding each client’s unique financial life and providing thoughtful guidance to help them achieve both their financial and non-financial goals.
Working with clients and helping them achieve their financial goals is incredibly rewarding. Seeing the impact of our work firsthand is a great source of fulfillment, and it motivates me to continue learning and growing as a wealth management professional.
Shinaola’s Frequently Asked Questions
Clients can expect Shinaola to listen actively so he understands their goals, priorities, values, and current life circumstances. He then develops a thoughtful game plan, explains the available options, and helps remove uncertainty from the path ahead. His goal is to serve as a dependable resource and thought partner so clients can feel more confident about their finances and spend less time worrying about the details
Professional Background
Before joining Mission Wealth, Shinaola built a strong analytical and strategic foundation through roles in supply chain analytics and consulting at Walmart and IBM. In these positions, he developed the technical and problem-solving skills needed to analyze complex challenges, improve operational efficiency, and support key business initiatives. This experience informed his thoughtful and disciplined approach to financial planning and investment strategy.
Shinaola earned his Master of Professional Studies in Wealth Management from Columbia University. He also holds a Bachelor’s degree in Economics, Applied Mathematics, and Chinese from the University of Notre Dame and studied abroad at East China Normal University in Shanghai. He is a CERTIFIED FINANCIAL PLANNER® professional.
Shinaola was also part of the team that helped launch MissionForward, Mission Wealth’s mobile financial planning app, offering accessible financial guidance and planning tools in a digital-first experience.
Personal Pursuits
Shinaola has made Ann Arbor, Michigan his home and enjoys exploring the area, going on runs, trying new restaurants, and embarking on new adventures. He has a passion for reading, immersing himself in new stories and exploring different worlds through literature. Additionally, Shinaola considers himself a foodie, often seeking out new and unique dining experiences to satisfy his taste buds. He also loves music and finds enjoyment in discovering new artists and attending concerts. Overall, Shinaola leads a well-rounded lifestyle, balancing his professional career with his personal interests and hobbies.
Community Impact
Shinaola’s dedication to continuous education is matched by his commitment to giving back to his community through promoting financial literacy and education. He has volunteered as a math tutor at Bethel Christian Academy for first and second graders, and taught freshman about public speaking and business skills at Christ the King Prep School. Through these experiences, he has developed a passion for mentoring and empowering students to achieve their goals.
Awards
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Next-Gen Rising Star (opens in a new window)
ThinkAdvisor Luminaries Award | 2025
*for award disclosures and methodology, visit awards & rankings
Media & Speaking Engagements
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Advisors Offer Advice to Recent Graduates on Student Loan Repayment (opens in a new window)
InvestmentNews | April 2026
Awards
-
Next-Gen Rising Star (opens in a new window)
ThinkAdvisor Luminaries Award | 2025
*for award disclosures and methodology, visit awards & rankings
Media & Speaking Engagements
-
Advisors Offer Advice to Recent Graduates on Student Loan Repayment (opens in a new window)
InvestmentNews | April 2026
Request an Introduction to Shinaola Atoro
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor