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Kevin

Shea

CFP庐, CFA庐

picture of a planner

Here to act in your best interests

About me

I have more than 10 years of relevant industry experience advising individuals and families on a full array of wealth strategies and financial planning solutions. My personalized approach integrates the unique aspects of my clients' lives and values into a comprehensive wealth management plan.

Certifications

CERTIFIED FINANCIAL PLANNER鈩

Chartered Financial Analyst庐

Education

Bachelor of Arts, Political Science - University of Rochester

Master of Science, Public Policy Analysis - University of Rochester

Master of Business Administration - George Washington University

Visit one of our Locations

New York V - Short Hills

51 John F Kennedy Parkway

Suite 270

Short Hills, NJ 07078

Working with Us

The further you go in your financial life, the more complex it becomes. That鈥檚 why you need a partner who can help you plot a course. Whether you鈥檙e accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Certain services provided on an educational and guidance basis only.

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