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.