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Meet Shawn Santa

Founder | CEO | Licensed Insurance Professional

Founded in 2013, Secure Money Strategies’ target focus is assisting retirees and pre-retirees with retirement income strategies, annuities, life insurance, asset preservation and tax-efficient strategies.

Investing involves risk, including the potential loss of principal. Any references to safety, security, asset protection generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Shawn Santa is the owner of Secure Money Strategies. He has more than 15 years’ experience in the insurance and annuity industry. Shawn holds his life and health insurance licenses in Florida, Michigan and South Carolina.

In his free time, Shawn enjoys hiking, reading, biking, traveling, sports, spending time with his family and his dog, Cash. He is originally from Michigan, where he raised four children.

Shawn's daughter, Lauren Santa, joined Secure Money Strategies in 2014. Lauren was born and raised in the Detroit area of Michigan, and moved to Florida in 2009. The most important thing to Lauren is family, so spending time with them is always a priority. In addition, she enjoys being active, reading, cooking and travel. Weekends are spent enjoying activities such as yoga, tennis, swimming, watching football and baseball games, and attending church services. Lauren has two rescue dogs, Huckleberry and Lu, that bring so much joy to her life.

In 2016, Shawn’s sons joined the Secure Money Strategies team. Alexander Michael Santa graduated from the University of Florida in 2013. He leads an active lifestyle and enjoys time with family and friends. For two years, Alexander worked in the health and wellness industry, motivating adults to take control of their present wellness and future. He puts that experience to use now, informing people on how to gain control of their own financial well-being.

Charles Marshall Santa graduated from the University of Florida in 2015. Through his experiences, Charles has explored fitness, wellness and business. As president of his fraternity and as an active philanthropist, he found his passion in working with people and giving back. By joining Secure Money Strategies, Charles is excited to continue serving others.



Meet Alex Santa

Investment Adviser Representative

Alex is focused on helping clients work toward their retirement dreams through well-thought-out strategies for retirement.

Helping people live life to their fullest potential is a common theme for Alex. After college, he worked in the wellness industry, helping to inspire folks to live a healthy, active lifestyle. He then brought that same level of care to people’s financial well-being when he began working in the financial sector, focusing on retirement strategies. As a financial professional at Secure Money Strategies, Alex continues to help clients feel confident and excited about helping his clients plan for their futures.

Alex has passed the Series 65 securities exam and holds insurance licenses in Florida. Additionally, he has a Bachelor of Science from the University of Florida.

Alex and his longtime girlfriend, Sarah, live in Orlando with their dog, a Vizsla named Harvey. In his free time, Alex enjoys running, yoga, strength training and sports. His perfect day would include relaxing on the beach or hiking in a national park.



To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at securemoneystrategies@gmail.com or call us at 352-861-0952 today!

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Discover important variables you should consider in creating your retirement strategy. 

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    All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
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    By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

    The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.

    Investment advisory services are offered by Signal Advisors Wealth, LLC ("Signal Wealth"), a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration with the SEC does not imply a certain level of skill or training. Insurance products and services are offered through Secure Money Strategies, LLC. Signal Wealth does not offer insurance products. Secure Money Strategies, LLC is not affiliated with Signal Wealth. Additionally, when Secure Money Strategies, LLC and/or its agents are recommending and/or selling insurance products they are not acting on behalf of Signal Wealth or in a fiduciary capacity, and instead are governed by the applicable insurance rules and regulations. For more information about Signal Wealth, or to receive a copy of our Form ADV or Form CRS, please click here.

    Secure Money Strategies, LLC is not affiliated with or endorsed by the U.S. Government or any governmental agency. Secure Money Strategies, LLC and its agents do not provide tax, legal or social security advice. Clients are advised to consult their tax advisor or attorney regarding tax and legal advice and to contact the Social Security Administration at their local office or online at www.ssa.gov.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Past performance is not indicative of future results. The information provided herein is for informational purposes only. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy any security, investment advisory or insurance product. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting client interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in the client's best interest. Advisors may receive commissions and other compensation for the sale of insurance and annuity products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 1897515 - 9/23