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John Shanley, CFP®

Senior Financial Advisor & Assistant Director of the Investment Committee

John J. Shanley, CFP® joined Connecticut Wealth Management (CTWM) in 2019.  He works with clients to gain a deep understanding of their needs, ambitions, and goals.  John proactively works with and develops personal relationships with clients to ensure they are receiving excellent service.  He also prepares and delivers client’s financial plans. Additionally, John is the Assistant Director of the CTWM Investment Committee and is responsible for implementing firmwide portfolio strategies.  

Prior to joining CTWM, John was a Financial Advisor at Pinnacle Investment Management in Simsbury, CT.  

Education

John graduated with a Masters’ of Science in Financial Services from American College and earned his undergraduate degree from Fordham University.  He is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner.  

Affiliations & Community Involvement

John is an Adjunct Professor in the MBA program at Elms College where he teaches classes for the Certified Financial Planners (CFP®) program.  He is also a Board Member of the Financial Planning Association of Connecticut Valley.  

John has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2020-2021); the elite list appearing annually in Connecticut Magazine.

Outside of work, John has volunteered his time at Family Reach, an organization that provides pro-bono financial planning to cancer patients. 

In his free time John enjoys spending time with his wife and two sons at their home in Suffield.

* The award is based on expertise, value for fee charged and overall satisfaction.  

Senior Financial Advisor & Assistant Director of the Investment Committee
John Shanley, CFP® Contact John Shanley, CFP®