Dylan O'Shea, Cfp®, Csric®, Cpfa®

Dylan O'Shea, Cfp®, Csric®, Cpfa® Email and Phone Number

Helping individuals and families organize and optimize their financial planning | CFP® | CSRIC® | Husband & Dad | Teach For America Alum | Soccer enthusiast @ Quorum Private Wealth
Dylan O'Shea, Cfp®, Csric®, Cpfa®'s Location
New York City Metropolitan Area, United States
About Dylan O'Shea, Cfp®, Csric®, Cpfa®

My career started in education with Teach For America in Baltimore City Public Schools where I spent several formative years as a teacher. Those early days in the classroom shaped not just my career but also my understanding of the power of knowledge and its transformative impact.Intrigued by personal finance and the ever-evolving financial landscape, I transitioned to become a financial advisor and earned the CERTIFIED FINANCIAL PLANNER™ certification. Over the last dozen years, guiding individuals and families toward their financial goals has become not just my profession but my passion.I have been recognized for excellence and leadership in the wealth management industry, as 2019 Chair of Merrill Wealth Management’s NextGen Leadership Council and as a coach for the financial advisor training program at Merrill’s Fifth Avenue NYC office.I continue to be involved with Teach For America and in 2024 was invited to become a member of their New Jersey Advisory Board.When not out in nature or supporting my children’s extra-curriculars, I can be found most weekends cheering on my beloved English Premier League soccer team, Tottenham Hotspur.

Dylan O'Shea, Cfp®, Csric®, Cpfa®'s Current Company Details
Quorum Private Wealth

Quorum Private Wealth

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Helping individuals and families organize and optimize their financial planning | CFP® | CSRIC® | Husband & Dad | Teach For America Alum | Soccer enthusiast
Dylan O'Shea, Cfp®, Csric®, Cpfa® Work Experience Details
  • Quorum Private Wealth
    Partner
    Quorum Private Wealth Oct 2022 - Present
    Morristown, New Jersey, United States

Dylan O'Shea, Cfp®, Csric®, Cpfa® Education Details

  • Johns Hopkins University
    Johns Hopkins University
    Master'S Degree
  • Loyola University Maryland
    Loyola University Maryland
    Bachelor'S Degree

Frequently Asked Questions about Dylan O'Shea, Cfp®, Csric®, Cpfa®

What company does Dylan O'Shea, Cfp®, Csric®, Cpfa® work for?

Dylan O'Shea, Cfp®, Csric®, Cpfa® works for Quorum Private Wealth

What is Dylan O'Shea, Cfp®, Csric®, Cpfa®'s role at the current company?

Dylan O'Shea, Cfp®, Csric®, Cpfa®'s current role is Helping individuals and families organize and optimize their financial planning | CFP® | CSRIC® | Husband & Dad | Teach For America Alum | Soccer enthusiast.

What schools did Dylan O'Shea, Cfp®, Csric®, Cpfa® attend?

Dylan O'Shea, Cfp®, Csric®, Cpfa® attended Johns Hopkins University, Loyola University Maryland.

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