Biography
"Do something today that you can't find on Google." - Michael Shawn McCabe
Michael Shawn McCabe is a Financial Planner, Investment Manager and Insurance Agent in northern Cincinnati, Ohio.
Shawn lives in Fairfield Township (near Hamilton; about 30 minutes north of downtown Cincinnati) with his wife, Melissa, his four year old daughter, Kaitlyn, and his one year old son, Carter. Melissa is a First Grade Teacher at Fairfield North Elementary.
Shawn focuses his practice on investment management and financial planning. He does his best work with retirement planning for individuals (IRA, SEP, SIMPLE), advanced estate planning, and 401(k) retirement plans for small businesses. He helps his clients protect their families and businesses with life, long-term care and disability insurance. He also helps them save for college expenses with 529 plans.
Shawn partners with business owners, high-performing executives and their families to increase, preserve and properly transfer wealth across generations. He uses a holistic approach to develop and monitor comprehensive wealth plans that allow his clients to live an independent future.
Shawn is a Miami University graduate and began his financial career as a mutual fund trader with Fidelity Investments in 1999. Shawn is the former President & CEO of EquityFlight Financial Services. He has over 10+ years of business development and operations management experience. Shawn spent the majority of his professional career as a Director for a large global law firm.
Shawn loves good business and is an entrepreneur at heart. His interests and hobbies are fairly diverse and he loves “talking shop” with his clients. He has a passion for aviation and is a licensed private pilot. Shawn also sings and plays drums for a local classic rock band.
Memberships:
* FINRA General Securities Representative (Series 7)
* FINRA Uniform Combined State Law (Series 66)
* Life, Health & Variable Insurance License
* Member, Miami University Alumni Association
* Member, Greater Cincinnati Venture Association
* Member, Aircraft Owners & Pilots Association
* Member, Butler County Young Republicans
* Past Member, Phi Theta Kappa Society
Securities offered through LPL Financial. Member FINRA/SIPC.
Investment advice offered through Charter Advisory Corporation, a registered investment advisor and separate entity from LPL Financial.
Please note that this is a personal website of Michael Shawn McCabe and it is NOT an offering or solicitation of any securities related products or services.
Tags: cincinnati, ohio, hamilton, fairfield township, fairfield, financial planning, retirement, 401k, investments, finance, entrepreneur, investment advisor, stock, bonds, mutual funds, life insurance, business planning, tax deferral