Profile

Brian Shea, CFP®, EA

Owner,
Shea Financial Advisors

Contact Details

Shea Financial Advisors
45 Pine St
Unit 4A
New Canaan, CT 06840
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Primary: 203.966.9651
Mobile: 203.803.3426

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Bio

Brian M. Shea, CFP®, EA, owner and principal of Shea Financial Advisors is a Certified Financial Planner (CFP) licensee with over 16 years experience providing personal and tax advice to individuals and small businesses.

Brian graduated from the University of California at Santa Barbara in 1980, with a degree in Business Economics. Mr. Shea is an Enrolled Agent (EA), licensed by the IRS; a member and past board member of the Alliance of Cambridge Advisors, a national non-profit organization comprised of tax oriented fee-only financial advisors. Brian is a NAPFA Registered Financial Advisor, a listed advisor with TD Ameritrade Institutional, Inc. for commission free investing and Dimensional Fund Advisors for index investing.

Brian lives in Darien, CT with his wife, Heather, and their two sons, Chris and Tanner.

Professional Credentials/Designations

  • CFP®
  • EA

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes

Job History

Shea Financial Advisors
Owner
New Canaan, CT, United States
January 1997 - present

Self Employed
Paraplanner
Darien, CT, United States
September 1993 - December 1996

City National Bank
Vice President
Beverly Hills, CA, United States
October 1986 - September 1991

Wells Fargo Bank
Commercial Lender
Los Angeles, CA, United States
April 1981 - September 1986