Kevin M. Shea, CFP®, CPA
Financial Services Professional

222 Central Park Avenue – Suite 1400
Virginia Beach, Virginia 23462
757.456.2400
757.456.2404 fax
kshea@cbhwealth.com

 

Kevin is a Senior Wealth Manager in the Hampton Roads practice of Cherry, Bekaert & Holland, L.L.P. with over 17 years of experience providing insurance, investment and estate consulting services to executive-level and high net-worth clients. He is responsible for plan generation and investment advisory services for the local practice of CB&H Wealth Management, the financial services subsidiary of CB&H.

Having worked both in the financial planning and tax/accounting industries, Kevin has a deep understanding of investment risk tolerance. He specializes in designing diversified investment allocation strategies customized to meet each client’s overall financial objectives. He also helps craft and properly fund business succession plans and works with post-retirement clients with developing wealth transfer and income distribution strategies.

Kevin specializes in providing investment advisory services to business owners and professionals in the government contracting industry. He has extensive experience working with government contractors and understands the business challenges involved when doing business with the Federal government.

Kevin received his Bachelor of Science degree in Accounting from Clemson University. He is licensed as a Certified Financial Planner™ and Certified Public Accountant in Virginia and holds Series 6, 63 and 65 securities licenses.

Kevin is a valued board member for The Noblemen, a local non-profit organization, and a member of the Financial Planning Association (FPA) and the Society of Financial Service Professionals (SFSP). In 2007, he was recognized as a Top 40 under 40 honoree by Inside Business. His success in the insurance industry has earned Kevin membership in the Million Dollar Round Table (MDRT) Association and he is also an active member of the CEG Worldwide Roundtable, a coaching program for top financial advisors.