Shane McVan
Financial Advisor at Florida Financial Advisors
Based in Lake Worth, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Lake Worth
Industry
Financial Services
Company size
393
Contact information
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s•••••••@floridafa.com
Phone
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Background
About Shane McVan
At Capella Financial Group, we specialize in helping employees and business owners with their employee benefit retirement plans. This includes 401k's, IRA's, Brokerage Accounts, 403b's, pensions plans, employee stock ownership plans and SEP's. As a financial advisor, I help clients achieve their goals financially by developing, implementing and updating comprehensive financial plans that are specific to them. Everyone has different financial needs and situations that financial plans need to be tailored to. Series licensed with a strong desire to help individuals achieve their financial goals. Energetic professional with a Finance Degree from the Florida State University. For a free consultation, call (561) 758-6981 to schedule an appointment today. Capella Financial Group
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