Shea Michael Reza, CFP®, CLTC

Financial Advisor

Helping Create Your Financial Plan

Shea understands that long-term financial success doesn't happen by chance. It happens only by having the discipline and knowledge to make the necessary decisions to reach your financial goals. Recognizing that no area of your financial life is unimportant, Shea helps his clients see how each decision impacts their ability to reach their other goals. Understanding these interrelationships is important as you deal with a constantly evolving financial landscape.

As a Northwestern Mutual Financial Advisor, Shea Reza has the knowledge and expertise to help you discover your core values and integrate them into your planning process. Whereas many advisors start with solutions, Shea starts with the questions necessary to understand your goals and vision for your future.  In this way, he puts you, rather than your wealth, at the center of the process.

Shea's diverse clientele includes a wide range of millennials and professionals such as architects and attorneys to salespeople and business owners. He also often collaborates with fellow advisors to educate clients on wealth management strategies and solutions.

Shea can help to make a difference in your life by offering the strategy and products to meet your financial needs.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck