Shane Visnick

Financial Advisor

Clarify, Protect, and Enhance your Financial Future.

902 Clint Moore Rd Ste 228, Boca Raton, FL 33487

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Meet Shane

Shane was born and raised right here in Boca Raton, Florida. He is the son of Nancy and Mike, brother and best friend to Michael, and uncle to Millie. Family is everything to Shane. If he's not sitting down with a client or spending time with family, he's probably working out, watching sports, relaxing at the beach, or trying his absolute best on the golf course.

Shane is a proud graduate of SUNY Brockport where he played 4 years of NCAA college hockey and obtained both a finance and marketing degree. Shane believes it's essential to put himself in your shoes and to see the world through your eyes before providing any financial advice. From there, Shane is confident in his ability to become a vital piece to your family's puzzle of life.

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Meet Shane's Dedicated Team

From retirement planning and wealth management to tax optimization, risk management, and estate planning, our team is here to help you build and protect your financial future. We take pride in delivering personalized advice and strategies, ensuring that every aspect of your financial life is carefully managed. Whether you’re planning for your family’s future, growing your investments, or navigating complex financial decisions, we’re here to support you every step of the way.

We believe in building long-lasting relationships with our clients, based on trust, transparency, and a deep understanding of your financial aspirations. Let our team of experts help you achieve the financial confidence and security you deserve.