Shea Michael Reza, CFP®, ChFC®, 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.

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

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