About Shawn Bellefeuille

With over 20 years of experience as a Certified Financial Planner, I’ve had the privilege of assisting countless families in preparing for retirement and achieving their financial aspirations. My passion lies in crafting detailed, actionable plans that turn clients’ dreams into reality.

It’s this shared passion for making a meaningful difference that led me to pursue certification as a Master Financial Advisor – Philanthropy (MFA-P), empowering me to guide you in creating a tailored financial strategy aligned with your philanthropic aspirations.

Supported by a dedicated team who shares my vision, I take a holistic approach to planning, recognizing the importance of integrating your legacy and charitable giving goals into your overall financial strategy. Through open communication and collaboration, we work closely to identify and achieve your objectives. We understand the value of personalized advice and nurturing relationships, ensuring you have the guidance and support you need to envision and realize a purposeful retirement, which includes a philanthropic legacy.

As someone who values connection and community, I find fulfillment in various aspects of life, whether it’s cherishing moments with family, hitting the pavement as an avid runner, or engaging in spirited matches on the pickleball court. These experiences have taught me the importance of understanding individual journeys and forging meaningful connections. I look forward to meeting you, understanding your unique path, and collaborating on creating a legacy that resonates with your values and aspirations.

Typical Clients

Our diverse team shares a common goal: to guide families and individuals through strategic retirement planning. Whether you’re seeking to leave a charitable legacy or simply want expert guidance on navigating your financial future, we’re here to empower you every step of the way.