About

Shawn Bellefeuille

CFP, CLU, CHS, EPC

We all have our pet projects and dreams. But, sometimes it takes a financial services advisor who shares your passion to help you develop a plan that can turn your ideas into reality.

Allow me to be that person for you.

I can help you take stock of your situation and develop a two-pronged financial strategy.

One element involves building prosperity so you can make your dreams come true, and the other creates financial security to protect those dreams – as well as you and your loved ones – against various risks.

Everything will become more simple. And possible.

As a Certified Financial Planner, I have the experience and training to guide you through this process. What’s more, I am backed by a team of professionals who share my commitment. We’ll work together with our combined strengths so you can feel confident that you have the best plan in place for you.

That’s what being your advisor means to me.

Shawn is a father of 4 and enjoys running in his free time. He has been a Certified Financial Planner since 2008.


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