Dedicated to Your Success
IT'S NOT JUST A STRATEGY. IT'S PERSONAL.
We are committed to helping you provide a worry-free life balance with outstanding service to meet your financial goals.
Shaun is a Financial Advisor and Managing Director at Oculus Financial. He has over 30 years of markets, banking and operations experience at leading financial institutions, both on the buy and sell side. He has worked with bankers, traders, analysts, portfolio managers and advised clients through multiple investment cycles.
Shaun’s passion is relationship management and working collaboratively with both clients and colleagues to provide holistic solutions that optimize household balance sheets across investments, banking and lending. His motto is “do unto others,” and he takes his role as a Fiduciary seriously. ...
Learn About Us
We take a holistic approach in helping you develop a strategy to address your financial goals, objectives, and anything life brings your way, using the most efficient methods available.
No one strategy fits everyone, whether you need opinions from several sources with diverse backgrounds, education, and experience or a one-on-one, hands-on approach to walk you through viewing your account online for the first time; You will always get our undivided attention from planning to execution to follow through.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
Manage your affairs during your lifetime and beyond.
We look forward to helping you and your loved ones explore their financial goals.
A Unique Approach
We are a process-driven firm, not a product-driven one. We craft individualized strategies for each and every one of our clients.
We have decades of experience in the financial services industry and have a team of support backing us.
A Comprehensive Approach
We provide comprehensive wealth management for all.
We have built our firm around helping our community’s business owners and professionals plan for their futures. We understand the unique questions you may have.
Curated articles, videos, and more for a financially savvier you.
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