Stephen R Shanley, CLU®, ChFC®

Wealth Management Advisor

Professional

Our mission is to inspire people to identify and achieve their personal, professional and financial goals and dreams.

We do this by meeting and speaking with our clients regularly throughout the year in order to keep up with them and their families and to be sure our team understands their changing priorities and needs.

We quantify goals together and assess progress toward those goals. We prepare a comprehensive financial plan and help our clients take action to achieve their goals.  We have learned most people don't plan to fail, they simply fail to plan. 

We deliver state-of-the-art financial planning solutions in a caring, professional and enthusiastic atmosphere. We welcome the opportunity to discuss your dreams!

Background

Steve Shanley’s undergraduate degree is in business administration and journalism. Steve worked in the advertising, marketing and media business in Denver, CO before becoming director of sales and advertising for Vail and Beaver Creek Resorts, CO in 1984.  Steve decided to take his personal and family experience in financial and estate planning and launch his own firm in 1995. Steve has more than 40 years experience in the investment and insurance markets.

Steve holds the Chartered Life Underwriter (CLU® ) and the Chartered Financial Consultant (ChFC® ) designations, from The American College. Steve has extensive securities registrations and has completed numerous certificate programs in Investments, Business Insurance and Estate Planning.  Steve is a graduate of the Career Study School at Northwestern Mutual, Milwaukee, WI.

Steve holds Series 6, 7, 26, 63 and 66 Securities Licenses and is licensed in Life and Health Insurance.

 

Education

  • Bachelor of Arts in Business Administration from University of Northern Colorado

Awards and Recognition

  • Million Dollar Round Table Qualifer: 1996, 2000-2003, 2006-2018
  • National Quality Award: 2000-2002, 2006-2018
  • NAIFA Quality Award: 2011-2018

Associations and Memberships

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck