(800) 644-1150

Financial Advisors

Timothy J. Shea, CFP®

Contact Information

Check the background for Timothy Shea on FINRA's BrokerCheck.

Office Locations

  • Carlsbad, CA
  • Newport Beach, CA

Associates

  • Michelle Villalobos
    (800) 644-1150 ext. 1032


Timothy J. Shea, CFP®

Vice President, Wealth Advisor

Biography

Tim Shea is a vice president and wealth advisor at Lucia Capital Group. He has been in the industry since 1991 and graduated from Williams College. Tim is a CERTIFIED FINANCIAL PLANNER™ professional and currently holds the following industry licenses: CA insurance license #0G33425, Series 7, Series 63, and Series 65.

As a wealth advisor primarily serving Newport Beach and Carlsbad, California, Tim provides comprehensive financial planning services for his clients. Tim is well versed in designing and implementing portfolios utilizing The Bucket Strategy® and focuses on planning areas such as tax-efficient withdrawal strategies, alternative investments, and long-term care (among many other retirement planning strategies).

Outside of work, Tim enjoys playing sports with his two sons, reading, traveling, and golfing.

Tim Shea is a registered representative of, and offers securities through, Lucia Securities, LLC, member FINRA/SIPC. Advisory services offered through Lucia Capital Group, a registered investment advisor. Lucia Securities, LLC is a wholly owned subsidiary of Lucia Capital Group.