Michael Shea in

Michael Shea

Login to view DISC.
Investment Advisor at Pacific WealthPlan Group
📍 United States

Michael is a seasoned banking professional and investment advisor, currently serving as Managing Director for Five Star Banks Healthcare Group. With a background from Arizona State University, he specializes in creating financial solutions for healthcare providers and offering investment advice to sophisticated investors, emphasizing the importance of building trustworthy, long-term relationships.

Deeply committed to philanthropy, Michael is the CEO of the Grom Father Foundation, an organization he established to support families grieving the tragic, early loss of a loved one. The foundation provides resources and guided retreats into nature to help families heal and reconnect after experiencing a profound loss.

In memory of his late brother, Pete Shea, he founded an organization that helps grieving families heal through nature.

Read the full overview →
Experience
10 Years
Current Role
Investment Advisor
Job Level
Leadership
Location
United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Michael cares about

Healthcare Finance
He leads a specialized banking team at Five Star Bank that designs fully integrated financial solutions and strategic services for for-profit and not-for-profit healthcare providers.
Supporting Grieving Families
As CEO of the Grom Father Foundation, he is dedicated to providing support and resources for families that have suffered the tragic early loss of a parent or child.
+5 more topics Login to view topics
Career

Work history

4-2024
Investment Advisor
Pacific WealthPlan Group
12-2023
Chief Executive Officer
Grom Father Foundation
11-2022 - 4-2024
Managing Director - FSB Healthcare Group
Five Star Bank - California
7-2021 - 4-2024
Senior Vice President/Business Development Officer
Five Star Bank - California
6-2018 - 7-2021
Director of Professional Services - Commercial Banking
Mechanics Bank
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1993 - 1997
Bachelor's Degree
Arizona State University
1997 - 1997
Spanish
Universidad de Andres Bello
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Michael. Free, 10 seconds.