Welcome Shaun!
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. ...
Investment
Create an investment strategy that's right for you.
Retirement
Steps to consider, to pursue the retirement you want.
Estate
Manage your affairs during your lifetime and beyond.
Family
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.
Experienced Professionals
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.
Our Resources
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.
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.
Experienced Professionals
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.
Our Resources
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.
