James Shea, CFP® - UBS Financial Services Inc.

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Wealth Accumulation

About

James Shea is a Certified Financial Planner (CFP®) based in Palo Alto, California, providing financial planning and investment guidance to clients in the area. He specializes in retirement planning, investment management, and wealth accumulation strategies. As part of UBS Financial Services, James offers personalized financial solutions tailored to meet the unique needs of individuals and families. His practice is focused on helping clients achieve their financial goals and secure their financial futures.

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