LinkedInAs a Wealth Advisor, Niall Shaffery specializes in working closely with business owner clients to deliver exceptional service.
Born and raised in Santa Clarita, Niall attended Hart High School before pursuing his passion for finance at Colorado Mesa University, where he graduated with a degree in finance and a minor in accounting. During his time in school, Niall interned at Merrill Lynch in New York City, where he worked under a financial advisory team and began to learn the ropes of wealth management. The following summer, he was inspired to join our firm as an intern, valuing the training program that we have established. He likes how it is much more catered toward the individual and their areas of expressed interest.
After graduation, the team quickly noticed Niall’s natural fit into the company culture. After his internship, he accepted a Client Service Associate position with us in 2021. He works with business owner clients predominantly and assists with simplify365® services. From preparing for client meetings to spearheading special projects for business owners, Niall loves the versatility of his job and is eager to grow alongside the team. He ensures a seamless client experience with a quick response time with a thorough answer. He completes all background work and lays the base for the strategies for each client he is on. At just 25, he obtained his CFP® certification, solidifying his position as a valued member of our wealth advisory team, where he positively impacts the lives of numerous clients.
Outside the office, Niall finds fulfillment in staying active through pick-up soccer games and running. He also enjoys exploring nature, whether it’s hiking local trails or venturing to sunny San Diego. Niall treasures spending quality time with family and friends.