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

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


This Office

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