John  Shanley

John Shanley

| CFP®

Pinnacle Investment Management Inc.

Fee-Only Financial Planner serving the Simsbury, CT area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

573 Hopmeadow St
Simsbury, CT

John Shanley is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

John Shanley, CFP ® joined Pinnacle as a Financial Advisor in 2015 after previously working as a Financial Consultant for Fidelity Investments.  John is a Certified Financial Planner, a graduate of Fordham University and is currently pursuing his Masters degree in Financial Services. John is a native of Pawling NY and currently resides in Suffield with his wife, Jennifer, who is an Immigration Attorney. In his free time, John enjoys reading and is an avid hockey fan.