Shaun Carney, CFP® Bolt Financial Group

Contact this advisor

About Shaun Carney, CFP®

Welcome and thank you for taking a moment to read more about Bolt Financial Group and Shaun Carney, CFP®!

Shaun Carney is the Co-Founder of Bolt Financial Group, a CERTIFIED FINANCIAL PLANNERTM and serves as the firm’s Wealth Advisor. Shaun has over seven years of experience in the financial services industry. Responsible for establishing and maintaining client relationships, Shaun finds immense satisfaction in helping individuals better prepare for retirement.

Prior to forming his own firm, Shaun served in the United States Air Force and worked with Edward Jones. After earning his Master of Science degree in Cost Analysis, Shaun went on to obtain his CFP(R), Series 7 and 66 securities licenses.

As a member of the Air Force Reserve, Shaun continues to fly C-17s in service to the United States of America. When he isn’t helping people plan for retirement, and piloting C-17s, Shaun is an avid golfer, traveler, husband, and father to three children.

Always eager to help others and give back in any way that he can, Shaun regularly volunteers with the Reserve Officers Association and the Knights of Columbus.

Contact this advisor

Recently Published

This advisor has no recent blog posts.

Visit the blog →

Ideal Clients

  • Family Financial Planning
  • Gen Y/Millennials
  • Retirement Planning
  • Young Professionals

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • AUM: 0.65%

SEC Records

Loading...