CASL®, CFP®, ChFC®, CLU®, MBA
Genesis Wealth Management, Inc
Fee-Only Financial Planner Serving the Greater Miami, Coral Gables, Fort Lauderdale area
John Shea is a native of “The Big Easy”. When visiting New Orleans you can find John at Mandina’s Restaurant devouring a heaping bowl of their world famous turtle soup!
With extensive and diverse experience in the financial services industry spanning over 23 years, John helps clients understand where they are currently, where they want to end up, and collaboratively works with them to help achieve their goals. John educates clients in a non-threatening consultative manner utilizing a fee-only approach, always placing the client’s interest first.
As a life long learner in the industry, John has obtained numerous industry designations. John obtained his Certified Financial Planner™ certification in 2003. Additional designations from The American College Of Financial Services in Bryn Mawr, Pennsylvania are as follows: Chartered Financial Consultant® _ ChFC®, Chartered Life Underwriter® - CLU®, Chartered Advisor for Senior Living® - CASL®, Registered Employee Benefits Consultant® - REBC®, Registered Health Underwriter® - RHU®, and Financial Services Certified Professional® - FSCP®.
John holds an MBA and a BA in Communications from the University of New Orleans. John also has obtained the Life Underwriter Training Council Fellow® - LUTCF® from the Life Underwriter Training Council (now called the National Association of Insurance and Financial Advisors).
John previously headed the advanced case design/financial planning department for one of MetLife’s largest agencies nationally. John also enjoys speaking with groups and individuals about Financial Planning, Retirement Planning, Income Distribution, and Social Security Planning.
John currently lives in Palm Beach, FL, has 9 grand kids and spends much of his free time serving in his local church.
John Shea is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
Genesis Wealth Management, Inc. is a fee-only Registered Investment Advisor serving the Greater Miami, Coral Gables, Ft. Lauderdale and West Palm Beach area. It is our ultimate goal to provide individuals, families, business owners and medical professionals with an exceptional advisory experience through a highly personalized, conflict-free, fee-only relationship. Our firm focuses on Financial Planning and Asset Management for individuals and small business owners. We believe that individuals are best served when their investments are systematically aligned with their financial goals and objectives.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
John Shea is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
John Shea is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
John Shea is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
John Shea is a Chartered Life Underwriter® (CLU®)
A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
John Shea is a Chartered Advisor for Senior Living (CASL)
CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement. Advisors taking this program commit between 250 and 300 hours of study and take about 18 months to complete the designation.
Contact John Shea
2000 Ponce De Leon Blvd
Coral Gables, FL 33134