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Michael Shea (CFP®, EA)

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

  • AUM
  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning

Planning Specialties

We focus on comprehensive financial planning and investment management for individuals and business owners. This can include budgeting, retirement, investments, insurance, tax planning, and estate planning. We help you identify your goals and develop a plan to get you there through periodic review meetings for added accountability. We track and manage tasks for clients, so they always know what is going on and where they stand financially.

NAPFA Start Date

January 04, 2022

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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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Visit Website Download vCard
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

1033 Demonbreun St. Ste 300 Nashville, TN 37203 Phone: (615) 861-1518
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