Broker Check
Shane Stelma

Shane Stelma

Financial Representative

The best way to describe Shane Stelma is progressively determined. He is determined to excel on his own terms, choosing the untraditional route for his achievements. “If you’re going to do something, you might as well do it right the first time,” Shane says. After growing up in a lower income household, a single mother, and three siblings, he decided to enter the work force immediately after high school. And on his 20th birthday, Shane was a homeowner.

Mature beyond his years, Shane quickly honed in on his professional goals. He holds a bachelor’s degree in accounting from the University of Phoenix and a master’s degree in finance from DePaul University. It only seemed natural to join Alliance Financial Group and become a financial representative. Shane currently holds a 2-15 license and is working towards getting the SIE, Series 66, and a Series 7.

Shane’s specialties begin with analyzing his clients current financial standing and where their vulnerabilities may lie in the future. “Most of my clients are just now going through some of the things I did years ago. That insight along with my professional recommendations, allow my clients and I to work together in making the best decisions for their particular situation, he says.” By educating his clients through case design and wholistic thinking, Shane designs a strategy that allows his clients to save money and spend guilt-free.

Born and raised in Rockford Illinois, Shane has lived in Chicago and currently resides in Cape Coral to settle into a career that creates “aha” moments. His passion for educating others on how to achieve their goals is key. For Shane, it’s one of the most honorable tasks a person can do. He encourages his peers to ask questions and seek understanding regardless of how many times he needs to re-explain it. It’s safe to say, a client of Shane Stelma, is well-taken care of.

Outside of the professional world, Shane enjoys spending time with his family, traveling the world, meeting strangers and golfing. If you are curious to learn more about Shane and how he can assist your financial concerns, reach out directly with no hesitation.

 

 
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group, Inc. is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4118852.