Shaun Feldeisen, Cfp®, Clu Email & Phone Number

We help professionals in the pharmaceutical / biotech industry and attorneys at global law firms to better organize their finances and make informed decisions in all areas of their financial lives, with their best interests in mind. We have reviewed the financial strategy of more than 2000 families. Often they say that financial decision making is time consuming and often leads to frustration and anxiety. They tell us there is a lot of conflicting information out there and it leads to indecision or minimal action for fear of making a mistake. These are the symptoms of making decisions without an individualized financial plan, and without an experienced planner who can help to simplify the process and coordinate all the moving pieces.We help families across all life stages to make better financial decisions with confidence and without the wasted hours and anxiety. We help them to define their ultimate financial goal so we know the destination. We help them to get financially organized, to figure out their spending habits and money flow, and we research the opportunities in their company's group savings and benefit plans. Then, we share personalized action steps to help them efficiently move closer to their ultimate financial goal. The plan is bench-marked and updated regularly as progress is made, strategies are reviewed for effectiveness and impact, recommendations and action steps evolve, and we continue looking for the actions that will have the biggest impact in moving clients closer to their goal.For additional information, call 617-751-6844 or email shaun.feldeisen@bleakley.com and set up a 15 minute introduction conversation with Shaun, or visit www.bleakley.com.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Bleakley Financial Group are registered to do business, please visit www.bleakley.com.

Listed skills include Finance, Wealth Management, Financial Planning, Financial Advisory, and 6 others.