Insurance Strategies, Risk Management Strategies, Financial Education, College Funding Strategies, Retirement Strategies, Retirement Income Planning, Investment Strategies (Reg. Reps Only), Estate Planning, Business Owners, Business Succession Planning, Student Loan Refinancing
Shane Mulligan currently resides in the Northern Suburban area of Philadelphia. He is a born and raised Philadelphia native who loves staying actively involved in the community and is a big-time Philadelphia sports fan.
Shane Mulligan has dual degrees in Finance and Accounting from The University of Delaware and obtained his Chartered Financial Consultant®(ChFC®) designation from The American College. Shane has a deep passion for coaching and helping develop others. As a Senior Managing Associate and Financial Advisor, he has a special opportunity to balance this passion through mentoring those on his team while also helping his clients achieve their personal, professional, and financial goals.
Shane is married to his beautiful wife, Casey. Shane and Casey enjoy supporting local charities like some of their favorites, Alex's Lemonade Stand Foundation, Special Olympics, The Leukemia and Lymphoma Society, and The Lustgarten Foundation. Shane also has help founded The Michael J. Mulligan Foundation in memory of his father. Through this foundation, Shane has helped create a local youth basketball court in memory of his father as well as donates a few scholarships to local graduates/ students every year.
Shane Mulligan is the active Vice President of his fraternity alumni association and local undergraduate Chapter Adviser of Pi Kappa Alpha, where he stays involved by being the intermediary source of contact between current chapter members and its alumni and helps organize all the chapters philanthropic events. Shane also runs the Philly Area Pi Kappa Alpha Networking Group where he helps bring fellow alumni together from across the area for nights of friendship and networking.
Shane has had a huge love for basketball as he continued his career playing through college. To this day, he coaches a team in Hatboro-Horsham.
In Shane's free time you can find him with his dog, Diesel, on a run through beautiful Fairmount Park or spending time with his loving family who all reside in different neighborhoods within the Philadelphia community.
Shane Mulligan and his team look forward to having an opportunity to connect with you to hear your story!
Check the background of this investment professional on FINRA's BrokerCheck