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Timothy Shean

Timothy Shean

CFP®, Vice President
Retirement Planning Specialist

Phone: 703.205.2794
Fax: 703.207.0942
Mobile Phone: 703.283.9292
E-mail: Timothy.Shean@PotomacFinancialPCG.com

At Retirement Group

Timothy Shean is a CERTIFIED FINANCIAL PLANNERTM focusing on personal financial strategies with Potomac Financial Private Client Group, LLC, a financial services company. Through AXA Advisors, LLC, Tim provides comprehensive planning for individuals in the areas of retirement planning, asset allocation strategies, risk management, and estate planning* strategies. He also provides corporate benefit planning for institutional, public, and privately held companies. 
 
Timothy is qualified in the areas of personal financial planning, risk management, estate planning*, asset allocation, and investments. Working as part of a multi-disciplined team, Timothy is able to provide comprehensive wealth management services to business owners, individuals and families. Through a combination of talent and experience, Timothy and his team bring together the appropriate resources to understand each client’s unique situation and build customized financial planning strategies to help build, protect and transfer wealth.
 
As a seasoned financial professional, Timothy has spent over 12 years in corporate finance and financial consulting and has been a CFP® professional since 2009. He worked most recently with business owners across various industries to help them raise growth financing, complete strategic acquisitions and realize business exit strategies. As principal consultant at a global accounting and consulting firm, Timothy delivered financial and benefits processes and systems to Fortune 500 financial and insurance companies. He has lived and worked in Northern Virginia since 2001.
 
Education
B.S., Cornell University
Business Management & Marketing
Ithaca, NY
 
MBA, Robert E. McDonough School of Business
Georgetown University
Georgetown, D.C.
 
Professional Designations
CERTIFIED FINANCIAL PLANNER™ professional
FINRA Series 7 and 66 Registrations
Life and Health Insurance Licenses
 
Present Memberships & Affiliations
Financial Planning Association
McLean Estate Planning Council
Cornell Club of Washington DC
McLean Business Forum
 
Personal Data
Married with two children
Resides in McLean, Virginia