Jill Barry Shea, CPFA®
Managing Director
Jill has nearly 30 years of experience in investment consulting, plan design, fee analysis, ERISA compliance and fiduciary best practices. Previously, Jill was a defined contribution regional practice leader at Mercer Health & Benefits. In 2006, she founded and successfully built Shea Retirement Services. Jill received a Bachelor of Arts in international relations from Scripps College in Claremont, CA. In 2019, she completed the Pepperdine Graziadio Business School Certificate in Financial Planning. She has served as the President of the Orange County chapter of the International Society of Certified Employee Benefit Specialists. Jill was named a Financial Times 401 Top Retirement Advisors and 401kWire.com ranked her one of the “Top 40 Most Influential Advisors in Defined Contribution.” Napa Net ranked her one of the “Top Women Advisors” for 6 years including 2025. She is an active community member in Irvine, CA as she serves as Chair of the Recreation Committee for Woodbridge Village Association.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
