James Shea, CFP® - UBS Financial Services Inc. - Palo Alto, California

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James Shea, CFP® - UBS Financial Services Inc.: A Comprehensive Overview

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For individuals and families seeking expert financial consulting and comprehensive financial planning services, James Shea, CFP® at UBS Financial Services Inc. represents a valuable resource. Located at 305 Lytton Ave, Palo Alto, CA 94301, United States, Mr. Shea offers personalized guidance to help clients achieve their long-term financial goals. His direct phone line is 6195572425, and prospective clients can access further information through his website: advisors.ubs.com. This detailed overview will explore his credentials, service offerings, accessibility features, and the current perception of his professional standing.

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About James Shea, CFP®

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James Shea holds the Certified Financial Planner® (CFP®) designation, a recognized mark of expertise and professionalism within the financial planning industry. This signifies that Mr. Shea has met rigorous educational, examination, experience, and ethical requirements established by the CFP Board. He is dedicated to providing unbiased and holistic financial advice, considering a client's unique circumstances, risk tolerance, and financial objectives. His role at UBS Financial Services Inc. allows him to leverage the resources and infrastructure of a leading global wealth management firm while delivering personalized attention and support to his clients.

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Specialties and Services

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Mr. Shea specializes in a broad range of financial planning services, including:

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• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.

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• Investment Management: Constructing and managing diversified investment portfolios tailored to individual risk profiles and goals.

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• Estate Planning: Assisting clients in planning for the transfer of assets and the minimization of estate taxes.

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• Education Planning: Providing guidance on saving for college and other educational expenses.

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• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage.

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• Financial Check-ups: Conducting comprehensive reviews of a client’s current financial situation.

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He focuses on creating customized solutions that align with each client’s specific needs and aspirations. His approach emphasizes proactive planning, ongoing monitoring, and regular communication to ensure that clients stay on track toward their financial goals.

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Accessibility and Amenities

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UBS Financial Services Inc. demonstrates a commitment to inclusivity and accessibility. The office at 305 Lytton Ave is equipped with the following features:

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• Wheelchair-Accessible Car Park: Providing convenient parking for individuals with mobility challenges.

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• Wheelchair-Accessible Entrance: Ensuring ease of access to the building.

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• Wheelchair-Accessible Toilet: Offering a readily available accessible restroom facility.

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• Toilet Facilities: Standard restroom facilities available.

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• Appointments Recommended: Encouraging clients to schedule appointments to ensure dedicated attention and personalized service.

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These features underscore UBS’s commitment to accommodating clients with diverse needs.

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Client Feedback and Reputation

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Currently, James Shea’s profile on Google My Business boasts 0 reviews. This indicates a relatively new or sparsely reviewed profile. The average opinion is 0/5, reflecting the lack of feedback available at present. While this absence of reviews can be concerning, it also represents an opportunity for Mr. Shea to cultivate a positive reputation through exceptional service and client satisfaction. Potential clients are advised to conduct thorough due diligence and seek references before engaging his services. It’s important to note that a lack of reviews doesn’t necessarily reflect poor quality; it simply indicates that clients haven’t yet shared their experiences publicly.

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Contact Information and Further Resources

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To contact James Shea, CFP®, you can:

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• Call: 6195572425

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• Visit: advisors.ubs.com

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• Address: 305 Lytton Ave, Palo Alto, CA 94301, United States

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UBS Financial Services Inc. provides a robust platform for delivering comprehensive financial services. Clients should carefully consider their individual needs and goals before engaging with any financial advisor. Thorough research and open communication are crucial for establishing a productive and beneficial client-advisor relationship.

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