Shawn Gallagher (CFP®, CRPC®)

Shawn Gallagher focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

Shawn specializes in financial planning and portfolio allocation strategies. He is a great listener and earns each client’s trust by taking the time to understand their goals and dreams. By getting to know what is uniquely important to them, he can best serve clients with personalized short-term and long-term financial plans designed for their needs.

Additional Information

Shawn holds a B.A. from Syracuse University and earned a Certified Financial Planner® designation in 2013. With over 15 years of experience in the financial field, he has contributed to pieces featured in media outlets such as Newsday, Think Advisor and This Old House. In 2022, Shawn was promoted to a Principal with the firm.

Shawn is an active member of the Financial Planning Association of Long Island. He is a lifelong auto enthusiast and in his free time he enjoys golfing, playing guitar, and coaching little league baseball.