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.