Shaun Tarzy has spent over 13 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 and CollegeCare Financial. The former focuses on helping prepare physicians for their financial goals through retirement planning and the latter ensures that families have a strategy to put their loved ones through college.
Shaun holds a 2-15 insurance license and is a Registered Investment Advisor. 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.