Kevin
Shea
CFP®, CFA®
Here to act in your best interests
About me
I have more than 10 years of relevant industry experience advising individuals and families on a full array of wealth strategies and financial planning solutions. My personalized approach integrates the unique aspects of my clients' lives and values into a comprehensive wealth management plan.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Analyst®
Education
Bachelor of Arts, Political Science - University of Rochester
Master of Science, Public Policy Analysis - University of Rochester
Master of Business Administration - George Washington University
Visit one of our Locations
New York V - Short Hills
51 John F Kennedy Parkway
Suite 270
Short Hills, NJ 07078
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
