AeroLeads people directory · profile
Marty O'Shaughnessy, Cfp® Email & Phone Number
Financial Planner
at
CFG Retirement
1 work email found
@cfgretirement.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner
Location
Greater Minneapolis-St. Paul Area, United States
Company size
Who is Marty O'Shaughnessy, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Marty O'Shaughnessy, Cfp® is listed as Financial Planner at CFG Retirement, a with 9 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at cfgretirement.com and a matched LinkedIn profile for Marty O'Shaughnessy, Cfp®.
Marty O'Shaughnessy, Cfp® previously worked as Wealth Advisor at Guardian Resources and Financial Advisor at Discipline Advisors, Llc. Marty O'Shaughnessy, Cfp® holds Bachelor’S Degree, Marketing from Bradley University: Foster College Of Business.
Company email context
Email format at CFG Retirement
This section adds company-level context without repeating Marty O'Shaughnessy, Cfp®'s masked contact details.
{first}@cfgretirement.com
89% confidence
AeroLeads found 1 current-domain work email signal for Marty O'Shaughnessy, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Marty O'Shaughnessy, Cfp®
Marty O'Shaughnessy, Cfp® is a Financial Planner at CFG Retirement. They possess expertise in marketing, communication, leadership, microsoft word, microsoft excel and 12 more skills.
Listed skills include Marketing, Communication, Leadership, Microsoft Word, and 13 others.
Current workplace
Marty O'Shaughnessy, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Cfg Retirement
5 roles
Marty O'Shaughnessy, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Jun 2024 - Dec 2024
Financial Advisor
Jul 2023 - May 2024
Senior Business Development Consultant
Changed coverage to Great Lakes region to support IBD Advisors and RIAs in IL, IN, and MI.
Jan 2023 - Jun 2023
Business Development Consultant
Tasked with spearheading Business Development initiatives in Texarkana Region covering Texas Gulf Coast, Louisiana and Arkansas. Identify, assess, and capitalize on high-potential opportunities. Consult with Financial Advisors, build partnering relationships with them, and support account funding efforts with best practices and custom solutions. Secure commitments from and coordinate seamless onboarding experience for all new Advisors. Contribute to company strategy on prospecting, industry opportunities, corporate events, social media, industry / Broker Dealer conferences, and best practices.
Sep 2018 - Jan 2023
1 education record
Marty O'Shaughnessy, Cfp® education
-
Bradley University: Foster College Of Business
FAQ
Frequently asked questions about Marty O'Shaughnessy, Cfp®
Quick answers generated from the profile data available on this page.
What company does Marty O'Shaughnessy, Cfp® work for?
Marty O'Shaughnessy, Cfp® works for CFG Retirement.
What is Marty O'Shaughnessy, Cfp®'s role at CFG Retirement?
Marty O'Shaughnessy, Cfp® is listed as Financial Planner at CFG Retirement.
What is Marty O'Shaughnessy, Cfp®'s email address?
AeroLeads has found 1 work email signal at @cfgretirement.com for Marty O'Shaughnessy, Cfp® at CFG Retirement.
Where is Marty O'Shaughnessy, Cfp® based?
Marty O'Shaughnessy, Cfp® is based in Greater Minneapolis-St. Paul Area, United States while working with CFG Retirement.
What companies has Marty O'Shaughnessy, Cfp® worked for?
Marty O'Shaughnessy, Cfp® has worked for Cfg Retirement, Guardian Resources, Discipline Advisors, Llc, and Assetmark.
How can I contact Marty O'Shaughnessy, Cfp®?
You can use AeroLeads to view verified contact signals for Marty O'Shaughnessy, Cfp® at CFG Retirement, including work email, phone, and LinkedIn data when available.
What schools did Marty O'Shaughnessy, Cfp® attend?
Marty O'Shaughnessy, Cfp® holds Bachelor’S Degree, Marketing from Bradley University: Foster College Of Business.
What skills is Marty O'Shaughnessy, Cfp® known for?
Marty O'Shaughnessy, Cfp® is listed with skills including Marketing, Communication, Leadership, Microsoft Word, Microsoft Excel, Powerpoint, Customer Service, and Social Media.
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