Beau Sheedy
Financial Advisor
- Role
- Financial Advisor at Phocus Financial
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
About Beau Sheedy
As a Phoenix native, I am passionate about educating and bringing financial awareness to the local communities. My goal is to empower clients and give them the tools and knowledge to make the best decisions for themselves and their families throughout all stages of life. Areas of Focus- Retirement Planning Strategies - Wealth Management Strategies - Estate Planning Strategies - Small Business Strategies Specialties: Please visit our website at Securities offered through Securities America, Inc, member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). Phocus Financial, PFG Advisors, and Securities America, Inc. are separate entities.
Experience
Financial Advisor
Jan 2022 — Present · Phoenix, AZ, US
CA Insurance License #40•••60Securities offered through Securities America, Inc, member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). Phocus Financial, PFG Advisors, and Securities America, Inc. are separate entities.
Education
Series 7, Series 65, Series 63, Series 24
FINRA
Arcadia High School
General Education
University of Arizona - Eller College of Management
Bachelor of Science Business Administration (BSBA)
Skills
- Estate Planning Strategies
- Asset Managment Strategies
- Finance
- Financial Planning Strategies
- Risk Management Strategies
- Life Insurance Strategies
- Long-Term Care Insurance Strategies
- Wealth Management Strategies
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