R. Shea Newton (CFP®, EA, RICP®)

R. Shea Newton focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

• Financial Goals • Cash Flow & Debt Management • College Savings • Employee Benefits Optimization • Retirement Planning • Tax Planning Strategies

Additional Information

I help you get your financial life organized and on track so that you can do the things you love to do! I was a single mom for 20 years and learned alot through that journey that I want to share with you. By virtue of my own story and my 13+ years of experience helping people reach their financial goals, I am confident that I can help you with your own situation. I currently live in Pensacola, FL with my husband and 2 dogs-Rocky & Marley. My daughter is in medical school in southwest Virginia and I grew up in Alabama. When I’m not helping clients with their finances, you can find me travelling to new places, getting crafty or doing some type of home improvement.

NAPFA Start Date

January 19, 2021


This Office

532 Carson Dr. Pensacola, FL 32507 Phone: (202) 731-1266