Michael Shea Planning helps individuals and small businesses with financial planning, investments, and insurance. Michael Shea is a CERTIFIED FINANCIAL PLANNER™ and enrolled agent with Applied Capital. Applied Capital is a Registered Investment Advisory Firm with locations in Nashville, Tennessee and Little Rock, Arkansas serving clients nationwide. Michael’s practice is focused on serving high net worth individuals, executives, and business owners with their financial planning, investment, and tax matters. As an enrolled agent and has unlimited practice rights in representing clients with their tax matters before the IRS.
Michael has a B.B.A. in Finance from Kennesaw State University’s Coles College of Business. Michael obtained his certificate in financial planning from University of Georgia’s Terry College of Business. He previously served as a board member of the Middle Tennessee Chapter of the Financial Planning Association (FPA). He is a series 65 licensed Investment Adviser Representative and always acts in his client’s best interest by adhering to the fiduciary standard. He also has his health and life insurance license.