As a Wealth Advisor, Niall Shaffery works behind the scenes to support the wealth advisors and ensure a seamless client experience. Born and raised in Santa Clarita, Niall attended Hart High School and later attended Colorado Mesa University, where he graduated with a degree in finance and a minor in accounting. During his time in school, Niall interned at Merrill Lynch in New York City, where he worked under a financial advisory team and began to learn the ropes of wealth management. The following summer, he continued his financial services education with an internship at Vance Wealth. The team quickly noticed Niall’s natural fit into the company culture, and after graduation, he accepte

Niall Shaffery
Wealth Advisor
Vance Wealth
United States, California, Santa Clarita
About Me
Profile Information
Wealth Advisor
Vance Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Santa Clarita
California
United States
Aug 18, 2024
More profiles to browse
TT
Tyler Tilton
Vice President
Jerrod Ferguson
Vice President and Certified Financial Planner™ Professional
John Vance
Founder & CEO
You Might Like
DH
Dennis Hanson
Principal
Jamison Hanson
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)