Focus: Insurance Strategies, Risk Management Strategies, Financial Education, College Funding Strategies, Retirement Strategies, Retirement Income Planning, Investment Strategies, Estate Planning, Business Owners, Business Succession Planning
Shane Mulligan currently resides in the Northern Suburban area of Philadelphia. He is a born and raised Philadelphia native who loves staying actively involved in the community and is a big-time Philadelphia sports fan.
Shane Mulligan has dual degrees in Finance and Accounting from The University of Delaware and is has obtained his Chartered Financial Consultant®(ChFC®) designation from The American College. Shane has the special opportunity to balance his enjoyment of coaching/ development by running his own team at the firm as a Senior Managing Associate while also getting the amazing opportunity to help his clients achieve their personal, professional, and financial goals in his role as a Financial Advisor/Planner.
Shane is married to his beautiful wife, Casey. Shane and Casey enjoy supporting local charities like two of their favorites, Alex's Lemonade Stand Foundation and Special Olympics.
Shane Mulligan is the active Vice President of his fraternity alumni association and local undergraduate Chapter Adviser of Pi Kappa Alpha where he stays involved by being the intermediary source of contact between current chapter members and its alumni and helps organize all the chapters philanthropic events. Shane also runs the Philly Area Pi Kappa Alpha Networking Group where he helps bring fellow alumni together from across the area for nights of friendship and networking.
Shane has had a huge love for basketball as he continued his career playing through college. To this day he still coaches a youth travel team in the Hatboro-Horsham community.
Shane Mulligan has won numerous prestigious awards throughout his life/ career including being named the "Young Financial Advisor of the Year" multiple times in his career.
In Shane's free time you can find him with his dog, Diesel, on a run through beautiful Fairmount Park or spending time with his loving family who all reside in different neighborhoods within the Philadelphia community.
Shane Mulligan and his team look forward to having an opportunity to connect with you to hear your story!
Check the background of this investment professional on FINRA’s BrokerCheck
2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004