Jill Shea Email & Phone Number
Vice President, Plan Advisor @ Wealthspire Advisors
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Jill Shea Location
- Irvine, CA, US
Jill Shea Work
- 2025 -now Vice President, Plan Advisor @
- 2013 -2025 Senior Retirement Plan Consultant @
- 2006 -2013 Owner @ Shea Retirement Services, Inc.
- 2001 -2006 Retirement Plan Consultant @
- 2001 -2004 Retirement Plan Consultant @
- 1992 -2001 Vice President @ Zahorik Company, an AEGON subsidiary
Jill Shea Education
- Smithsonian Associates
Certificate (Completed )
2020-2022 - Pepperdine Graziadio Business School
Certificate in Financial Planning (Required college level financial planning courses to sit for the CFP test.)
2019-2020 - Scripps College
BA (Studied international politics with an emphasis on France. Spent Junior fall semester studying in Paris)
1988-1992 - San Marino High School 1984-1988
- The Wharton School
CEBS (The Wharton School develops the curriculum for the )
Jill Shea Skills
- Investment Advisory
- 401k
- Retirement
- Employee Benefits
- Investments
- Business Planning
- Vendors
- Pensions
- Search
- Defined Benefit
- Retirement Planning
- Deferred Compensation
- Mutual Funds
- Finance
- Asset Allocation
- Series 63
- Defined Contribution
- 401(k) Retirement Savings Plans
- Financial Services
- Wealth Management
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Jill Shea Summary
- Jill Shea, based in Irvine, CA, US, is currently a Vice President, Plan Advisor at Wealthspire. Jill Shea brings experience from previous roles at NFP, an Aon company, Shea Retirement Services, Inc., Mercer Health & Benefits and Marsh. Jill Shea holds a 2020 - 2022 Certificate in Completed @ Smithsonian Associates. With a robust skill set that includes Investment Advisory, 401k, Retirement, Employee Benefits, Investments and more. Jill Shea has 2 emails and 1 mobile phone numbers on RocketReach.
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