LPL Financial Advisor
With a strong desire for helping others and building long-lasting relationships, Shaun knew early on that he wanted to serve as an Investment Advisor and utilize his expertise to help others make solid financial decisions. Shaun began his investments services career in 2014 with a national bank in Northeast Ohio. In 2017, he decided to no longer battle through the frigid winter months and moved to California where he has friends and family.
Shaun specializes in helping families aiming to protect and grow their personal wealth. Shaun earned a Bachelor's degree in Business Administration at Kent State University in Kent, Ohio. He holds Series 7 and Series 66 registrations with LPL Financial and is also a licensed California life insurance representative.
When he isn't in the office, you can find Shaun wrapping up his day at the gym or on the tennis court where he enjoys being active and having some competitive fun. He also enjoys hiking, traveling to the beautiful beaches located throughout Southern California, and rooting for his Cleveland sports teams.
LPL Financial Advisor
CA Insurance License # 0L76151
1721 E. St. Andrew Pl.
Santa Ana, CA 92705
Lake Forest Branch – Monday
Fountain Valley Branch – Tuesday
Lake Forest Branch – Wednesday
Santa Ana St. Andrew Place Branch – Thursday
Mission Viejo Branch – Friday
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
|Not NCUA Insured||Not Credit Union Guaranteed||May Lose Value|
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA
The financial advisors at Orange County's Retirement & Investment Services are registered representatives with, and securities and advisory services offered through, LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Orange County's Credit Union and Orange County's Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.