Brendan Shea, CFP^®

Brendan earned his bachelor’s degree in finance, with a concentration in political science, and holds the CFP® designation.  His background is in comprehensive wealth management, with experience helping clients across retirement planning, investments, tax planning, estate planning, and broader financial strategy.

Outside of work, Brendan enjoys snowboarding, fishing, traveling, attending car shows, spending time on Cape Cod or at Lake Winnipesaukee, and trying new restaurants.

Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. Firm Representatives may, however, separately provide insurance products and services through our affiliate, Grimes Wealth Protection Group, LLC. If the client desires, one of Grimes’ representatives, acting in their capacity as a representative of Grimes Wealth Protection Group, LLC or in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.