Schedule a Call
Schedule a Call

Dylan T. Shaw, RICP®

Investment Advisor Representative

Dylan provides comprehensive financial planning services and portfolio management. With over 10 years of experience and a focus on retirement income, Dylan enjoys helping his clients create reliable income streams in retirement while also educating and supporting his clients as they navigate their decisions on social security and pensions. Prior to founding Rochester Wealth Partners LLC, Dylan served as a Financial Planner at Pruco Securities.

Dylan earned his bachelor’s degree in Business Administration in Finance from the University at Buffalo. In addition, he has earned his Retirement Income Certified Professional (RICP®) designation from the American College of Financial Services.

Dylan lives in Pittsford with his wife, Emily and their two boys, Caden and Lucas. He enjoys traveling, golfing, and is a passionate Buffalo Sabres and Bills fan.

Check the background of this investment professional FINRA’s BrokerCheck

Schedule a Consultation

Whether you would like a quick review or a deep dive into your financial plan, let us know what you’re looking for, and we’ll be in touch to continue your financial journey with you.
Schedule a Call
Facebook Linkedin

Links

Legal

  • 10 Office Park Way, Suite 200 Pittsford, NY 14534

Investment Advisory Services offered through Bright Futures Wealth Management, LLC and/or Cetera Advisors LLC – registered investment advisers.  Securities offered through Cetera Advisors LLC.  Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera Advisors LLC, Rochester Wealth Partners, and Bright Futures Wealth Management, LLC are separate companies.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Schedule a Call
Facebook Linkedin