John Shea (CASL, CFP®, ChFC®, CLU, FSCP®, MBA)

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

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Divorce Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

I have been in the financial services industry over 23 years and helps clients understand where they are currently, where they want to end up, and collaboratively works with them to help achieve their goals. I educate clients in a non-threatening consultative manner utilizing a fee-only approach, always placing the client's interest first.

I also enjoy speaking with groups and individuals about Financial Planning, Retirement Planning, Income Distribution, and Social Security Planning.

Additional Information

I live in Palm Beach, FL and spends much of my free time serving my local church.

NAPFA Start Date

May 23, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2525 Ponce De Leon Blvd., Suite 300 Coral Gables, FL 33134 Phone: (786) 393-6960

Other Offices

4440 PGA Blvd., Suite 600 Palm Beach Gardens, FL 33410 Phone: (786) 393-6960