Shane McCormick, CFP, MPAS, CEPA
Professional ExitMap Planner / Featured
Wealth Advisor & Partner, FPA Wealth Management ➤
FPA Wealth Management has built a goal-driven and planning-focused model for helping clients. This model emphasizes the delivery of objective advice. This goal-driven approach allows us to give advice that extends beyond investments and financial markets. We serve as financial planners and problem solvers. We focus on the big picture not the daily headlines. Building a diversified investment portfolio is easy. Building a financial plan that asks the right questions and listens to the answers is tough. Pulling everything together to create a customized strategic plan is even tougher.
“I am an unapologetic advocate for people who understand that it’s not just our means which matter, but rather how we choose to use our means which truly matters. I am provider of Advice for Life®, continuously striving to guide and inspire people to pursue their passions and lead more fulfilling lives. I believe that through financial education, holistic guidance and ongoing coaching I can help encourage people to live the life which they have always envisioned for themselves and their families. “
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- Listing ID: 6070
- Professional Class: Exit Planner, Financial Planner, Wealth Advisor