Shawn Alan Murphy, Cfp® Email and Phone Number
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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).
Right Brain Money
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Comprehensive Retirement SpecialistRight Brain Money Aug 2010 - PresentSan Luis Obispo, CaliforniaWatching 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 what I strive for, and what gets me excited about doing what I do. -
Financial PlannerNew England Financial May 2009 - Aug 2010 -
Financial AdvisorWealth Management Solutions Aug 2008 - Apr 2009• Delivering comprehensive financial planning advice to high net worth clientele.• Constructing customized asset allocation investment plans for each client.• Building client relationships by combining expertise with compassion.
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Branch ManagerCharter Funding Sep 2003 - Aug 2007Recruited, 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. -
Senior Loan OfficerWestern Horizon Mortgage Sep 2001 - Sep 2003Originated 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.
Shawn Alan Murphy, Cfp® Skills
Shawn Alan Murphy, Cfp® Education Details
Frequently Asked Questions about Shawn Alan Murphy, Cfp®
What company does Shawn Alan Murphy, Cfp® work for?
Shawn Alan Murphy, Cfp® works for Right Brain Money
What is Shawn Alan Murphy, Cfp®'s role at the current company?
Shawn Alan Murphy, Cfp®'s current role is Comprehensive Retirement Specialist at Right Brain Money, Wealth Advisory Services.
What is Shawn Alan Murphy, Cfp®'s email address?
Shawn Alan Murphy, Cfp®'s email address is mshawn2@me.com
What is Shawn Alan Murphy, Cfp®'s direct phone number?
Shawn Alan Murphy, Cfp®'s direct phone number is +180570*****
What schools did Shawn Alan Murphy, Cfp® attend?
Shawn Alan Murphy, Cfp® attended Temple University, Arizona State University.
What are some of Shawn Alan Murphy, Cfp®'s interests?
Shawn Alan Murphy, Cfp® has interest in New Technology, Gadgets, Economic Empowerment, Basketball, Singing, Rock Band.
What skills is Shawn Alan Murphy, Cfp® known for?
Shawn Alan Murphy, Cfp® has skills like Investments, Mortgage Lending, Strategic Financial Planning, Finance, Retirement Planning, Loans, Credit, Portfolio Management, Financial Services, Retirement, Real Estate, Marketing.
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