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@murphis.org
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3 phones found area 805
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Shawn Alan Murphy, Cfp® is listed as Comprehensive Retirement Specialist at Right Brain Money, based in Arroyo Grande, California, United States. AeroLeads shows a work email signal at murphis.org, phone signal with area code 805, and a matched LinkedIn profile for Shawn Alan Murphy, Cfp®.
Shawn Alan Murphy, Cfp® previously worked as Financial Planner at New England Financial and Financial Advisor at Wealth Management Solutions. Shawn Alan Murphy, Cfp® studied at Temple University.
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AeroLeads found 1 current-domain work email signal for Shawn Alan Murphy, Cfp®. Compare company email patterns before reaching out.
Certified Financial Planner® and specializes in assisting clients who are at or near retirement in building highly optimized, tax efficient, comfortable retirement plans. Mr. Murphy serves as Financial Advisor for Right Brain Money, an independent fee-based firm that specializes in delivering clear and impartial comprehensive financial planning advice.Combining over 18 years of financial expertise with an entertaining and humorous style, Mr. Murphy has taught investment planning classes for CFP®® candidates at The Ohio State University, Metro State and for the College for Financial Planning. As president of the Arizona Institute for Financial Literacy, he led financial training events for many corporations across the state, including First Magnus Financial Corporation and the Arizona Academy of Real Estate.Since relocating to San Luis Obispo eight years ago, Shawn has worked with the San Luis Obispo Parks and Recreation Department, City of Arroyo Grande, and most recently, San Luis Obispo Coastal Adult School. He wishes to bring high quality, unbiased financial education to the Central Coast. He believes that true retirement planning is so much more than investment selection, and that quality financial planning needs a far more comprehensive focus (e.g. income tax management, estate planning, debt management). As a multi-year volunteer for the San Luis Obispo SCORE chapter, Shawn has helped many new local businesses build and refine their plans and operations for greater success. In addition to an extensive financial background, Shawn has performed across the country as a professional actor. He graduated summa cum laude from Arizona State University with a degree in theatre and has acted in many venues across the country. Locally, he has performed for Cal Poly, San Luis Obispo Little Theatre, Pioneer Players, and The Spot in Arroyo Grande.When not working, you may find Shawn playing drums, singing, or traveling with his wife, Sky, and their two wonderful children, Nicole (seven), and Atlas (age three).
Listed skills include Investments, Mortgage Lending, Strategic Financial Planning, Finance, and 16 others.
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San Luis Obispo, California
Watching out for clients! Make sure the make the transition from employment to retirement is successful, and only needs to happen once.:) EVERYTHING needs to be considered. Tax rates, health care costs, investment volatility, sequence of returns, inflationary pressures, Medicare/Medicaid planning and long term care solutions. Oh, and make it fun. That's.
Recruited, trained and managed loan officers, processors and administrative staff. Generated $50 million dollar annual revenue during 2005 with 16 employees. Accounted for all branch payroll, accounts receivable & accounts payable, maintained annual profit & loss statement.
Originated and processed mortgage transactions. Duties included marketing (primarily direct mail design,) credit qualification, and mortgage planning. Led branch in units funded and total volume in 2002.
Activities and Societies: Acted and directed several ASU theatre productionsGraduated Summa Cum Laude
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Shawn Alan Murphy, Cfp® works for Right Brain Money.
Shawn Alan Murphy, Cfp® is listed as Comprehensive Retirement Specialist at Right Brain Money.
AeroLeads has found 1 work email signal at @murphis.org for Shawn Alan Murphy, Cfp® at Right Brain Money.
AeroLeads has found 3 phone signal(s) with area code 805 for Shawn Alan Murphy, Cfp® at Right Brain Money.
Shawn Alan Murphy, Cfp® is based in Arroyo Grande, California, United States while working with Right Brain Money.
Shawn Alan Murphy, Cfp® has worked for Right Brain Money, New England Financial, Wealth Management Solutions, Charter Funding, and Western Horizon Mortgage.
You can use AeroLeads to view verified contact signals for Shawn Alan Murphy, Cfp® at Right Brain Money, including work email, phone, and LinkedIn data when available.
Shawn Alan Murphy, Cfp® studied at Temple University.
Shawn Alan Murphy, Cfp® is listed with skills including Investments, Mortgage Lending, Strategic Financial Planning, Finance, Retirement Planning, Loans, Credit, and Portfolio Management.
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