Michael Shea (CFP®, EA)

Michael Shea focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning

Planning Specialties

We focus on comprehensive financial planning and investment management for individuals and business owners. This can include budgeting, retirement, investments, insurance, tax planning, and estate planning. We help you identify your goals and develop a plan to get you there through periodic review meetings for added accountability. We track and manage tasks for clients, so they always know what is going on and where they stand financially.

NAPFA Start Date

January 04, 2022


This Office

1033 Demonbreun St. Ste 300 Nashville, TN 37203 Phone: (615) 861-1518