Portrait of Shinaola Atoro

Shinaola Atoro CFP®

Senior Wealth Advisor

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

  • In-person visits
  • Video Meetings
  • Phone Meetings

Languages Spoken

  • English
  • Yoruba
  • Mandarin

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?

What Clients Say

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 Atoro, Senior Wealth Advisor

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

*for award disclosures and methodology, visit awards & rankings

Videos by Shinaola Atoro

Welcome to MissionForward: App Overview

Introducing the MissionForward App: Modern Financial Planning for the Next Generation

Awards

*for award disclosures and methodology, visit awards & rankings

Professional portrait of Shinaola Atoro, featuring a smiling man in a suit and tie against a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an Introduction to Shinaola Atoro

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Request an introduction.

Request an introduction.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Address*

By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.

Professional portrait of Shinaola Atoro, featuring a smiling man in a suit and tie against a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an introduction
to Shinaola Atoro.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Shinaola and Mission Wealth may be the right fit to support your life and financial goals.