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Wealthcare » Meet The WealthCare Financial Team » Shaun Tarzy

Shaun Tarzy

Managing Partner

Shaun Tarzy has spent over 15 years helping his clients ensure that they are planning for retirement and saving for their loved ones. While interning at MassMutual, a Fortune 100 firm, Shaun found his passion for financial services. He is a founding member of WealthCare Financial, which focuses on helping prepare physicians for their financial goals through retirement planning.

Shaun is a Registered Investment Advisor and is insurance licensed. He graduated with honors from Florida Atlantic University with a degree in finance and marketing.

Shaun has lived in Boca Raton most of his life and was recently married. He and Alexis love traveling the world, eating exotic foods, and collecting mineral specimens.

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Boca Raton Office

5301 N Federal Highway, Suite 170 Boca Raton, FL 33487

561-705-2005

Monday - Friday8:30am - 6:00pm
SaturdayClosed
SundayClosed

Tampa Office

1715 N Westshore Blvd
Tampa, FL 33607

561-705-2005

Monday - Friday8:30am - 6:00pm
SaturdayClosed
SundayClosed

Fort Lauderdale Office

4901 NW 17th Way #104
Fort Lauderdale, FL 33309

561-705-2005

Monday - Friday8:30am - 6:00pm
SaturdayClosed
SundayClosed

5301 N Federal Highway, Suite 170 Boca Raton, FL 33487

561-705-2005 | Monday - Friday 8:30am - 6:00pm

We offer financial advisory services in: Orlando, FL Jacksonville, FL Naples, FL Melbourne, FL

Wealthcare Financial Copyright © 2023 | info@askwealthcare.com

Disclaimer: Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. WealthCare Financial and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. WealthCare Financial offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by WealthCare Financial and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar.