Shane O’Hara, CFP®
Shane joined ProVise after interning with the Advisor Services division at Charles Schwab. While at Schwab, it became clear to him that helping clients reach their financial goals by developing savings, distribution and charitable giving strategies was where he wanted to devote his career. Shane attended the University of Central Florida, double majoring in finance and accounting.
After joining ProVise, Shane completed the financial planning program at Bryant University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7 FINRA General Securities Representative License. He also is an Investment Adviser Representative and a licensed agent for life, health, disability and variable annuity contracts in the state of Florida. Additionally, Shane served as a panel member at the 2015 Schwab IMPACT conference where he discussed “Developing the Next Generation of Financial Advisors” in front of university students and fellow advisors.
Shane was born and raised in Palm Beach County, Florida. In his free time, he enjoys fishing, golfing and being outdoors with friends and family.