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Shawn M

CFP®, Series 63

San Luis Obispo, CA

Right Brain Money

Shawn Murphy is a CFP® certificant with 14 years of industry experience, operating as the sole advisor at Right Brain Money in San Luis Obispo, CA. He has managed Murphis, LLC since 2010 and also works as an independent insurance agent specializing in life, accident, health, property, and casualty insurance. Right Brain Money provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth households, and small business owners, integrating investment, tax, and insurance planning. The firm uses fundamental, technical, and cyclical analysis and implements strategies through third-party money managers and Turnkey Asset Management Platforms.

Social Security optimization General tax planning Medicare planning Retirement income strategy Long-term care insurance Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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