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
Certain services provided on an educational and guidance basis only.
