Shane Dooley
About Shane Dooley
Shane Dooley is a Retirement Plan Specialist with extensive experience in financial advising and retirement planning. He currently works at Transamerica and operates Dooley Financial Services, LLC, where he provides comprehensive financial strategies to clients.
Work at Transamerica
Shane Dooley currently serves as a Retirement Plan Specialist at Transamerica, a position he has held since 2024. His role involves providing retirement planning services and developing strategies tailored to client needs. He works remotely from Louisiana, United States, and engages with clients to ensure their financial goals align with their retirement plans.
Previous Experience in Financial Services
Prior to his current role, Shane Dooley worked as a Financial Advisor at Edward Jones from 2008 to 2014. During this six-year tenure, he developed skills in investment planning and client relationship management. His earlier experience includes a position as Branch Route Coordinator at MBM Corporation from 1992 to 1997, where he managed logistics in Riverside, California.
Education and Expertise
Shane Dooley earned a Bachelor's Degree in Finance from Louisiana Tech University, where he studied from 2001 to 2007. His educational background provides a solid foundation for his work in financial planning and retirement strategies. He is also associated with LPL Financial, which allows him to offer a range of securities and advisory services.
Military Background
Shane Dooley served in the US Army as a Specialist (SPC, E-4) from 1985 to 1990. His military service included assignments in Colorado and Germany. This experience contributed to his discipline and skills in leadership, which he applies in his current financial services role.
Comprehensive Financial Strategies
At Dooley Financial Services, LLC, Shane Dooley provides comprehensive financial strategies that encompass retirement planning, investment planning, and estate planning. He specializes in tax strategies and business strategies, including retirement plans tailored for businesses. His proactive approach includes regular communication with clients to review and align their financial goals.