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Shawn M

CFP®, Series 63

San Luis Obispo, CA

Right Brain Money

Shawn Murphy is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Right Brain Money in San Luis Obispo, CA. His career includes roles at Murphis, LLC since 2010 and prior positions at New England Securities and Wealth Management Solutions. He is also a licensed independent insurance agent for life, accident, health, property, and casualty insurance. Right Brain Money serves individual and high-net-worth clients as well as small business owners, offering comprehensive financial planning and discretionary portfolio management. The firm integrates insurance strategies with investment management and coordinates with third-party managers to implement client solutions.

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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