Shane McCormick Email & Phone Number
Business Coach and Wealth Advisor @ FPA Wealth Management
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Shane McCormick Location
- West Chester, PA, US
Shane McCormick Work
- 2002 - now Business Coach and Wealth Advisor @
- 1999 - 2002 Institutional Regional Director @
- 1995 - 1999 Institutional Account Administrator @
Shane McCormick Education
- College for Financial Planning
Master of Science (M.S.) (Personal Financial Planning)
2014 - 2017 - College for Financial Planning
CFP (CFP®, AWMA® and CRPC® Certification)
2005 - 2010 - Penn State University
BS (Finance)
1991 - 1995 - West Chester East High School
(N/A)
1987 - 1991
Shane McCormick Skills
- Mutual Funds
- Series 7
- Asset Allocation
- Wealth Management
- Investments
- Investment Advisory
- Asset Managment
- Alternative Investments
- Investment Management
- Strategic Financial Planning
- Portfolio Management
- Financial Advisory
- Estate Planning
- Investment Strategies
- Equities
- Retirement Planning
- Separately Managed Accounts
- Securities
- Retirement
- 401k
- Financial Services
Shane McCormick Summary
- Shane McCormick, based in West Chester, PA, US, is currently a Business Coach and Wealth Advisor at FPA Wealth Management. Shane McCormick brings experience from previous roles at SEI Investments and Vanguard. Shane McCormick holds a 2014 - 2017 Master of Science (M.S.) in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Mutual Funds, Series 7, Asset Allocation, Wealth Management, Investments and more. Shane McCormick has 2 emails and 4 mobile phone numbers on RocketReach.
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