Shane Ohara

Background

About Shane Ohara

I enjoy helping physicians create an actionable financial plan that prioritizes their goals and provides guidance that assists them in living their ideal lives. While our clients come from many backgrounds and industries, I specialize in helping busy medical professionals who would rather focus on treating patients or spending time out of their white coats with family and friends creating memories. Whether you’re in the prime of your career or close to being financially independent from the practice of medicine, the team at ProVise and I can help you develop a financial plan that focuses on- Protecting your hard-earned income and assets - Building your wealth for early financial independence - Constructing your investment portfolio based on your objectives - Creating community impact by donating your dollars and time to causes you care about - Planning for your large upcoming expenses such as a second home, educating your children, or caring for aging parents While the term “financial plan” sounds like it is something set in stone, the reality is that planning is anything but static. With many bumps along the way, my job as a CERTIFIED FINANCIAL PLANNER™ professional is to assist in anticipating and planning for life’s obstacles through lifelong and dynamic financial planning. If you would like to learn more about how the team of CFP® professionals at ProVise can help, feel free to visit our website, or send me a LinkedIn message. ProVise is a nationally recognized, fee-based financial planning firm with offices in Clearwater and Tampa, Florida. We serve more than families in over 30 states. Visit provise.com for more information. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through ProVise Management Group, LLC. ProVise Management Group, LLC is affiliated with Kestra IS.