Timothy Shean, Cfp ® Email & Phone Number

Timothy Shean is a CERTIFIED FINANCIAL PLANNER (tm) professional focusing on personal financial strategies and providing comprehensive planning in the areas of retirement planning, asset allocation strategies, risk management, and estate planning strategies. He also provides corporate benefit planning for institutional, public, and privately held companies.Working as part of a multi-disciplined team, Timothy is able to provide comprehensive wealth management services to business owners, individuals and families. As a seasoned financial professional, Timothy has focused in corporate finance and financial consulting since 1996 and has been a CFP(R) professional since 2009. Prior to Potomac Financial Private Client Group, LLC he worked most recently with business owners across various industries to help them raise growth financing, complete strategic acquisitions and realize business exit strategies. As principal consultant at a global accounting and consulting firm, Timothy delivered financial and benefits processes and systems to Fortune 500 financial and insurance companies. He has lived and worked in Northern Virginia since 2001.Specialties: Regulations prohibit me from receiving recommendations on LinkedIn. The best recommendation you can give me is a client referral.The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org, https://www.SIPC.org, a Registered Investment Adviser.Potomac Financial Private Client Group, LLC11130 Sunrise Valley Drive, Suite 130, Reston, VA 20191Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

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  Vice President

  Potomac Financial Private Client Group, Llc

  Mclean, Va, Us