Christopher O'Shea
CFP®, CPA
Financial Consulate, Inc.
Chief Investment Officer
Christopher O'Shea
CFP®, CPA
Financial Consulate, Inc.
Chief Investment Officer
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Christopher O'Shea, CFP®, CPA
Fee-Only financial planner located in Hunt Valley, MD, serving clients locally and across the country
Christopher O’Shea CFP®, CPA is a fee-only wealth advisor at Financial Consulate, based from the firm’s Hunt Valley, Maryland office. He serves clients from across the nation in pursuit of Financial Consulate’s mission: to help lessen the worry and burden of wealth management and enhance financial wellness so the firm’s clients can pursue relationships and true fulfillment. Financial Consulate offers comprehensive financial planning, which includes tax planning, investment planning, and retirement planning. Advisors at Financial Consulate are bound by legal obligation to provide unbiased and trustworthy financial advice and are never paid a commission of any kind.
Christopher O'Shea is the Chief Investment Officer and a Wealth Advisor at Financial Consulate, Inc.
Role at The Consulate:
At The Consulate, I am the point-person for the investment team overseeing the investments of the company’s clients. We make decisions regarding which investments we want to pursue, monitor current investments and markets, and adapt the strategies we use as needed. Additionally, as a wealth advisor myself, I work with clients to help them find strategies that will lead them closer to their financial goals. Every few weeks you can also find me co-hosting Money, Riches & Wealth live on the radio with Drew.
Educational Background:
I earned by bachelor’s degree from Towson University, where I majored in business with concentrations in finance and accounting. I am a CPA and have also earned my Certified Financial Planner™ designation.
Best Part of Working with Clients:
The investing side and financial planning side of my job both demand a lot of research, which I enjoy. I like sharing the research I find with clients and helping them implement planning strategies. Half my time is spent completing research and the other half involves interacting with people in a meaningful way where I get to help others navigate their financial situation and future.
Outside the Office:
When I am not in the office, I enjoy living an active lifestyle and spending time with my family. I have fun playing basketball and golf and exercising in general. I occasionally hike and rock climb with my daughters. One of our favorite spots to go is near Annapolis Rock.
Christopher O'Shea is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our mission is to help lessen the worry and burden of wealth management and enhance financial wellness so our clients can pursue relationships and true fulfillment.
We know how important it is to have someone you trust for financial advice.
That’s why Financial Consulate follows an ethical standard held by less than 1% of financial advisors in the US as members of the National Association of Professional Financial Advisors (NAPFA).
- Under their watch, we work as fiduciary advisors on a fee-only basis.
- We work without commissions and are oath-bound by a code of ethics to put your interests first.
- All our advisors are Certified Financial Planners (CFPs) and maintain a level of continuing education that exceeds the normal requirements.
- Almost half of our advisors are also Certified Public Accountants (CPAs) which allows for complete coordination of your financial plans and goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Estate Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Families with the "Millionaire Next Door" Mentality
- Those Aiming to Reach Financial Independence
- Individuals Who are Engaged with and Trusting of Our Advisors
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Processes Designed to Earn Client Trust
Professional Designations & Affiliations
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Christopher O'Shea is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Christopher O'Shea is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Christopher O'Shea is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Contact Christopher O'Shea
Office Locations:
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11019 McCormick Road
Suite 200
Hunt Valley, MD 21031
