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Bfa™ Shane Dennehy

Helping others maximize their finances, grow their wealth, and realize their financial freedom

Bfa™ Shane Dennehy is the President and Senior Wealth Advisor at 5280 Wealth Management, a firm he co-founded to assist young professionals and families in achieving financial freedom. With over a decade of experience in the financial services industry, Dennehy has developed a strong focus on instilling good financial habits and building lasting relationships with his clients.

Educational Background and Certifications

Dennehy holds a Bachelor's Degree in Business Administration with a Marketing option from Chadron State College. He is also certified as a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), among other qualifications, which enhance his expertise in financial planning and advisory services.2

Professional Experience

Before establishing 5280 Wealth Management, Dennehy held significant roles in various financial institutions:

  • Chief Operating Officer at Daniel Alexander Capital Inc.
  • Financial Consultant at Charles Schwab, where he worked for several years in different capacities.12

Philosophy and Approach

Dennehy's approach emphasizes the importance of proactive financial management. He aims to help clients maximize their wealth while providing tailored advice that aligns with their individual goals. His commitment to fiduciary responsibility reflects his dedication to acting in the best interests of his clients.

Current Role

As President and Senior Wealth Advisor at 5280 Wealth Management, Dennehy continues to lead efforts in providing comprehensive financial planning services, focusing on investment management, retirement planning, and wealth preservation strategies for affluent families.2

Highlights

Jan 1 · rocketreach.co
Shane Dennehy Email & Phone Number | CayDen Wealth ...
Jan 1 · caydenwm.com
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Related Questions

What inspired Shane Dennehy to start 5280 Wealth Management?
What are some key financial strategies Shane Dennehy recommends for young professionals?
How has Shane Dennehy's experience at Charles Schwab influenced his approach at 5280 Wealth Management?
What certifications does Shane Dennehy hold in financial planning and advisory services?
How does Shane Dennehy balance his roles as President and Senior Wealth Advisor at 5280 Wealth Management?
Bfa™ Shane Dennehy
Bfa™ Shane Dennehy, photo 1
Bfa™ Shane Dennehy, photo 2
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Location

Broomfield, Colorado, United States