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Michael Shea, Rfc profile image

Michael Shea, Rfc

Investment Advisor & Wealth Manager at GOLD KEY Wealth Management
Intro Book
Financial expert with 27 years of experience in investment advisory, wealth management, and estate planning.
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Location
Mission Viejo, California, United States, US
Skills
  • Retirement Planning
  • Investment Strategies
  • Financial Advisory
  • Wealth Management
  • Estate Planning
  • Show all
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Bio

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Michael Shea, RFC, is a seasoned financial expert with 27 years of experience in investment advisory, wealth management, and estate planning. He is the founder of GOLD KEY Wealth Management and creator of The Defensive Allocation Wealth Strategy. He holds various certifications, including RFC, CRM, and CIC, and is a registered representative of Vision Brokerage Services, LLC.

Credentials

  • RFC - Registered Financial Consultant
    International Association of Registered Financial Consultants
    Dec, 2004
    - Apr, 2026
  • CRM - Certified Risk Manager
    Certified Risk Managers International
    Oct, 2001
    - Apr, 2026
  • CIC - Certified Insurance Counselor
    The Society of Certified Insurance Counselors
    Nov, 1998
    - Apr, 2026

Experience

  • GOLD KEY Wealth Management
    • 36 Cantata Fr., Mission Viejo, CA 92692
    • Investment Advisor & Wealth Manager
      • Sep 1996 - Present
      • 36 Cantata Fr., Mission Viejo, CA 92692

      GOLD KEY Wealth ManagementMichael D. Shea, RFC, CIC, CRMInvestment Advisor, Wealth Manager & *Managed Futures SpecialistGoldKeyAdvisors.com949-305-4110 or 800-370-5802My career in the investment and risk management industry began in 1984. I am the founder of GOLD KEY and creator of The Defensive Allocation Wealth Strategy©, a paradigm shift in portfolio design and investment philosophy. This strategy works to keep portfolios on the right side of the prevailing trend by reducing equity risk during down-trending markets. Avoiding large loss is a foundational key to growing wealth. Do you have a Bear Market Defense Plan©?I offer a Complimentary Consultation to include a free Portfolio Performance Review, Comparison, and Risk Analysis. At GOLD KEY we are proud of our performance and invite side by side comparisons. Call Su at my office 1-800-370-5802 to schedule your complimentary appointment. As financial public speaker with national experience, I am available for private and public events. I have prepared topics or will prepare a topic designed for your event. FINRA Licenses: 3, 7, 24, 30, 63 & 66 CA Insurance license #0791148Professional Designations:RFC - Registered Financial Consultant, CIC - Certified Insurance Counselor, CRM - Certified Risk ManagerDisclaimer: Past performance is not necessarily indicative of future results. All investments possess risk of loss of principal, as well as opportunity for gain.GOLD KEY Wealth Management markets: Vision Investment Advisors LLC, | Registered Representative of and Securities Offered Through: Vision Brokerage Services, LLC, VBS Branch Office | Branch Manager for High Ridge Futures LLC, | Four High Ridge Park, Stamford, CT 06905, 203.388.0700 Member: FINRA/NFA/SIPC

Education

  • 1975 - 1978
    Cal State Fullerton, College of Business and Economics
    BA, Business Administration

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Industry Focus. “Financial Advisory and Consulting”

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