Brian Shea (BA, CFP®, EA)

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

  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Shea Financial Advisors has provided personal, tax-oriented investment and planning advice for over 15 years.

NAPFA Start Date

June 17, 1997


This Office

45 Pine St Unit 4A New Canaan, CT 06840-5428 Phone: (203) 966-9651 Fax: (203) 966-9652