As the Owner of Captain Hale Financial, and as a Financial Advisor with Avantax Investment Servces℠, Shaun works with individuals, families and businesses in the areas of personal and business tax planning, preparation and wealth management services. Shaun believes that understanding and trust are essential in the relationships with his clients and a critical element in enabling him to establish and maintain customized solutions that address clients’ financial, business and personal objectives.
Captain Hale Financial came about to better service the people he comes in contact with on a daily basis. Shaun believes it is critical to have one advisor who is knowledgeable about your financial picture, including your tax situation, so that you can receive sound advice and optimize growth potential.
Shaun is active with a number of nonprofit and charitable organizations. Along with nearly 30 years of real estate investing, Shaun has extensive experience in business ownership and property management. Shaun received his BS from UCONN and has been a licensed tax preparer for over 10 years. Those varied life experiences and education allow Shaun to bring a practical, real-world perspective to client situations.
Shaun resides in Coventry, CT with his wife, Lisa, and their three children. In his free time Shaun coaches youth soccer. He also enjoys fishing and golfing with his son.
FINRA licenses include: Series 7, Series 6, Series 66