Every financial plan starts by developing a deep understanding of a client’s goals and objectives, and as a Financial Planner, Shaun enjoys building personal connections with clients in order to have a positive impact on their lives. Shaun truly believes in the process of gathering information and creating a strategic financial plan, all the while knowing that he is helping our clients and their families attain financial stability and peace of mind.
Shaun is a CERTIFIED FINANCIAL PLANNER™ and has several years of experience working in the wealth management industry before joining the Centinel team. Prior to that, he attended the Rivers School in Weston, MA and graduated from Bentley University.
You can reach out to Shaun with any financial planning related questions, especially those having to do with our financial planning software, eMoney. Shaun holds his Series 7 and Series 66 securities licenses, and would be happy to walk through any questions you may have regarding your investments or financial plan.
A resident of Cambridge, MA, Shaun enjoys spending time with friends and family, playing basketball, golfing, watching movies, and trying local breweries.