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
Santa Ana, St. Andrew Place Branch – Monday
Fountain Valley Branch – Tuesday
Lake Forest Branch – Wednesday
Fountain Valley Branch – Thursday
Santa Ana, St. Andrew Place Branch – Friday
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. Orange County's Credit Union and Orange County's Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Retirement & Investment Services, and may also be employees of Orange County's Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Orange County's Credit Union or Orange County's Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Orange County's Credit Union Guaranteed||Not Orange County's Credit Union Deposits or Obligations||May Lose Value|