Shea M. Reza
Financial Advisor|CFP®, ChFC®, RICP®, CLU®
Professional
Shea joined Northwestern Mutual in 2012 as a College Financial Representative. His hard work and passion for helping his clients achieve financial clarity led him to be ranked amongst the top 1% of College Financial Representatives in the country, affording him the opportunity to become a full-time Financial Advisor with Northwestern Mutual upon graduation.
Since then, Shea has built a successful financial advising practice, working with a diverse group of families and professionals ranging from small business owners, architects, engineers, physicians and social media influencers. Shea's focus is to provide strategic, comprehensive advice in helping these individuals to craft visions, create structure, and implement plans that will allow them to achieve their most important financial goals.
Shea earned his Bachelor Degree in Business Administration with a concentration in Finance from California State University, Fullerton. He also holds his series 6, 7, and 63 registrations, as well as his CFP®, ChFC®, and RICP® designations.
CFP: The CERTIFIED FINANCIAL PLANNER™ certification indicates that the representative has in-depth theoretical and practical knowledge of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance and risk management.
Personal
Shea is originally from Fontana, California and now resides in Irvine, California. He's been married to his wife, Raquel, since 2015. They have two children; their daughter, Willow and their son, Jonah Oak. During his free time, Shea can be mostly found spending time with his family. Shea and his family are actively involved in their local church community at Grace Fellowship Church in Costa Mesa.
Shea looks forward to a long lasting career in the financial industry, where his primary joy resides in the deep relationships he shares with his clients.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
