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Niall Shaffery

Wealth Advisor

Vance Wealth

United States, California, Santa Clarita

About Me

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

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Profile Information

Wealth Advisor

Vance Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Santa Clarita

California

United States

Aug 18, 2024

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