DAVID W. SHEA, LUTCF®, CLTC®
Financial Services Professional
David Shea, LUTCF, CLTC, started his career in financial services in 1994. He excels at retirement planning, showing people how to create tax efficient2 income streams, protect assets from potential extended healthcare needs and costs, and help design strategies to ensure for a lifetime of guaranteed income3. He also works with businesses owners, helping to show them how to leverage, protect and grow their business. He has earned the designations of Life Underwriting Training Council Fellow (LUTCF) and Certified in Long Term Care (CLTC). He is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Whether in front of clients or in front of a TV camera, Dave Shea has always strived to be the best in his profession. In addition to his career in financial services, Dave enjoyed a 34-year sports broadcasting career, 24 of them with the Boston Bruins. Shea was recognized for his accomplishments when he was inducted into the Massachusetts Hockey Hall of Fame in 2008.
Dave is a Massachusetts South Shore boy through and through. He grew up in Duxbury, MA, has lived in Scituate, MA and has resided in Pembroke, MA since 1986 with his wife, Pam, and their 5 children. He’s the proud Papa to 3 grandchildren. He has always been active in his community. Shea served as President of the Pembroke Chamber of Commerce from 2010 to 2017. He coached for 14 years in Pembroke Youth Baseball and served on the Executive Boards of Pembroke Youth Hockey and Pembroke Youth Baseball, He has also been a member of St. Thecla’s Parish Council.
1Through NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency & New York Life Company, and Agent, New York Life Company, 1050 Hingham Street, 3rd Floor, Rockland, MA 02370
2Neither New York Life Insurance Company, nor its agents or affiliates, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
3Guarantee is backed by the claims-paying ability of the issuer.