Shawn Finley, CFP® RICP®

Co-founder of The Galeb Group, with business partner Brian Lacrosse, Shawn Finley specializes in retirement planning with regards to wealth preservation, tax efficiency, and preparing the passage to and through retirement.  As an independent advisor Shawn is not restricted by any investment company or option.  You can choose from a wide range of professionally managed accounts, and choose the level of service that best fits your personal investment style.  He can help take the mystery out of your retirement picture; from 401k's to 403b's, from Social Security to pension plans, from traditional IRA's vs ROTH IRA's and everything in between.  
 

 Shawn’s clients are primarily educators and he works closely with school districts, education foundations and the National Education Association (NEA) to make sure the highest quality of retirement plan solutions are being met for their employees. In fact many of the individuals Shawn assists are teachers within the same school district he spent his entire K-12 school years being a part of as a student…many years ago. 
 

 With a focus on mutual funds, insurance needs, college savings plans, long term care, annuities and estate planning, the goal is to provide a comprehensive, simplified understanding of an oftentimes complicated financial outlook.   
 

 Shawn earned his Bachelor of Economics degree from UCLA and his Retirement Income Certified Professional® designation from the The American College. 
 When not working Shawn enjoys beach volleyball, golf, and downtime with the family.  Beyond that, he looks forward to providing a valued business built within a community he was born in, raised in, and continues to raise a family within.