Patrick Shea, MBA, AIF^®, CPFA^®

Patrick Shea is a Retirement Plan Solutions Associate at Focused Wealth Management. He specializes in servicing employer-sponsored retirement plans and delivering participant education, with a strong emphasis on client relationships and financial wellness. He currently holds the Series 7, Series 66, and Life and Health Insurance licenses, as well as the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) designation.

Patrick earned both his MBA and Bachelor’s Degree in Business Management and Administration with a concentration in Finance from Mount Saint Mary College, graduating Magna Cum Laude. His academic accomplishments were recognized with the Excellence in Business Award in 2022 and the MBA Business Faculty Award for Academic Excellence in 2023.

In addition to his professional responsibilities, Patrick serves as Chair of the Golf Committee at Warwick Valley Country Club and remains actively involved in his community. In his free time, he enjoys sports and spending time with family and friends.